Press Release Sept 26, 2011
FOR IMMEDIATE RELEASE
1st Financial Federal Credit Union Hosts FREE Estate Planning Seminar
September 26th - Wentzville, MO: 1st Financial Federal Credit Union located in St. Charles, Hazelwood, downtown St. Louis, and Wentzville, MO is hosting a FREE Estate Planning seminar on Thursday, October 27th at 6:00 p.m. at the Hazelwood branch at 5916 North Lindbergh. The seminar will be presented by Estate Planning Attorney Tom Galganski. Mr. Galganski is a member of the Bar Association of Metropolitan St. Louis and is also a member of the Estate Planning Council of St. Louis. Tom is registered to practice in the States of Missouri, Illinois and Indiana.
Estate planning can be awkward and difficult for most people to navigate without costly professional assistance. For this reason, 1st Financial Investment Services and Tom Galganski is hosting a free seminar to answer questions and help begin the process of ensuring that final property and health care wishes are honored, and that loved ones are protected. The seminar will include such topics as:
- Establishing an Estate Plan – Understand why you should establish a plan and learn what happens if you don't have a plan.
- An Estate Plan Checklist - Determine the value of your estate and decide who will inherit your assets and the date of allocation.
- Missouri and Illinois Intestacy Laws – Learn about who will receive your assets if you do not have a plan.
- Survivor's Checklist – Know what you will have to do if you are an executor, administrator or beneficiary.
"Our mission is to enrich the lives of our member's one member at a time" stated Frank Nelson, 1st Financial Federal Credit Union President and CEO. He went on to say "The Credit Union is here to help you achieve your financial goals at every stage of your life. Estate Planning should be a vital component of your financial portfolio. It is important to decide how you want your assets allocated, managed and disposed of to ensure your loved ones can execute your plan according to your directives."
The seminar is open to the public but seating is limited. To reserve a space, visit www.1stfinancialfcu.org/library/seminars, call 636-916-8335 or email Barb at firstname.lastname@example.org. Complimentary refreshments will be served.
About 1st Financial Investment Services
1st Financial Investment Services offers a variety of investment and insurance products including mutual funds, fixed and variable annuities, and other financial products and services. Our team of investment professionals, registered through CUNA Brokerage Services, Inc., our broker/dealer has years of investing and financial advisory experience. Best of all, as financial advisors catering to the needs of credit union members, they will work to understand your financial needs and develop a plan to help you reach your goals.
Please contact 1st Financial Investment Services at 636-896-8207 or by email for more details.
About 1st Financial Federal Credit Union
Like all credit unions, 1st Financial is a member-owned, financial cooperative. 1st Financial Federal Credit Union was chartered on September 3, 1968 as District 837 Credit Union by the International Association of Machinist members employed by McDonnell Douglas. Today, with over 33,000 members and $210 million in assets, 1st Financial is a full service financial institution dedicated to helping our members achieve their financial dreams. For over 40 years 1st Financial has provided members with a full line of dependable financial products and services which returns profits to the members in the form of lower rates on loans and higher savings yields. The cooperative nature of credit unions enables us to provide products and services at very reasonable rates.
1st Financial Federal Credit Union serves those who live, work, worship, attend school, or regularly conduct business in St. Louis City, St. Louis County, and St. Charles County, Missouri and a wide array of companies throughout the St. Louis metropolitan area. 1st Financial is a member-owned, not-for-profit financial organization committed to providing quality services to the membership while demonstrating safe and sound business practices. Deposits are federally insured by the National Credit Union Administration (NCUA), an agency of the U.S. Government.
About CUNA Brokerage Services, Inc.
CUNA Brokerage Services, Inc. provides Broker Dealer services to credit unions throughout the nation, offering a full range of investment products, variable insurance products, securities programs and professional services related to securities transactions.
CUNA Mutual Group is a leading provider of financial services to cooperatives, credit unions, their members and valued customers worldwide. With more than 75 years of market commitment, CUNA Mutual's vision is unwavering: to be a trusted business partner who delivers service excellence and customer-focused, best-in-class products and market-driven innovation. More information on the company is available on the company's Web site at www.cunamutual.com
Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC , a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free 800-369-2862. Nondeposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution. CBSI is under contract with the financial institution, through the financial services program, to make securities available to members.