Complimentary financial seminars

Event details

Event name:Principles of Preserving Wealth
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Date:January 8, 2025 5:30 PM - 6:15 PM
Price:Complimentary
Location:Virtual Webinar - Zoom meeting
Contact name:Investment Services
Phone:541-714-4296
Description:

Principles of Preserving Wealth

Preserving wealth can be almost more important than generating it.

This presentation will discuss the fundamentals of estate management as well as the inner workings of:

  • Estate Taxes
  • Estate Management Documents
  • Gifting Assets
  • and more

Presented by:
Tristan C. Peterman, MBA, CFP®, ChFC®
Financial Advisor
CUSO Financial Services, L.P. (Member FINRA/SIPC)
At Oregon State Credit Union
Phone: 541-714-4368

Registration is required—*Register for this webinar by clicking the registration link below. 

*Please check your spam/junk email if you do not receive the webinar link.

*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

Register: Registration is closed.

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