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Estate Conservation Workshop


Estate Conservation Workshop

Friday, December 06, 2019

11:30a - 1:30p EST

Utilities Employees Credit Union

Utilities Employees Credit Union

11 Meridian Blvd
Wyomissing, PA 19610
View on Map Event Website

Organizer:

Gina Katrinak and James Miller utilitieseis@ceterais.com

Presenter:

Randy Rabenold

Like many people, you may hope to leave a substantial legacy for your loved ones and charitable causes. But without proper planning and the appropriate financial strategies, you may not be able to protect your assets from probate and other unintended consequences. As a result, your estate may be settled in ways you did not intend.

Join us for an educational workshop where you’ll hear about:
• Calculating the value of your estate
• Benefits of estate conservation
• Intestacy and how it affects estate distribution
• Probate and how to potentially avoid it
• Current federal estate tax provisions
• Strategies that could help reduce taxes
• Step-up in basis rules on inherited assets versus carryover basis rules on gifts
• Estate distribution techniques, including wills, trusts, and charitable giving

Estate Conservation Workshop

Sponsored by:
Utilities Employees Investment Services

Will be held on:
Friday, December 6, 2019 from 11:30 am to 1:30 pm
(Snow date: Friday, December 13, 2019)
at Utilities Employees Credit Union, located at 11 Meridian Blvd, Wyomissing, PA 19610

Reserve your seat and your complimentary estate-planning workbook today! RSVP by December 3, 2019
Call: Gina Katrinak or James Miller at 800.288.6423, ext. 4005 or
Email: utilitieseis@ceterais.com

Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFGIS Insurance Agency), member FINRA/SIPC. Advisory services are offered through Cetera
Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Investments are: *Not FDIC/NCUSIF insured *May lose value *Not financial institution guaranteed
*Not a deposit *Not insured by any federal government agency.

© 2019 Broadridge Investor Communication Solutions, Inc. V13N3 Securities

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