Free event
March 27, 2024
12:00pm PT
March 27, 2024
12:00pm PT
Everyone needs an estate plan, regardless of age, assets, or stage of life. Join us, alongside O’Neill Dewey of Trust & Will1, as we discuss the most common questions surrounding estate planning and why it is important to set up a plan to ensure you and your loved ones are protected. We’ll cover:
March 13, 2024
5:30pm PT
Join us as we discuss general tax information along with tax changes and revisions for this year. We’ll also review new laws affecting retirement savings and changes to IRS enforcement. Join us in welcoming Timothy Roscoe Carter, Qualified Tax Expert, as our guest speaker. This webinar will be hosted by Veronica Dangerfield, Sr. Financial Wellbeing Educator.
Reserve my spotChoose from a selection of our past webinars.
1 This webinar is hosted by O’Neill Dewey of Trust & Will. However, neither O’Neill Dewey nor Trust & Will is affiliated with Patelco Credit Union or CUSO Financial Services, L.P. (“CFS”). 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. Patelco Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
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