Wealth Management Trust & Estate Planning Seminar

08.13.2018 | Schaumburg, IL

Event Date: 08/13/2018

Attend our complimentary seminar hear from our guest speaker, Jason Ritzenhaler, about:

  • Trust basics
  • Commonly used trusts
  • Choosing a trust
  • Date: Monday, August 13
    Time: 6 pm
    Location: Schaumburg Corporate Center
    First Floor | Conference Room B
    1501 E. Woodfield Road | Schaumburg, IL 60173

    light dinner will be served - must register!

    register

    Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty states of the United States of America. The advisor is also an insurance agent and some of the products sold are annuities and insurance contracts. FR-2179992.1-0718-0820

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