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Wealth Transfer and Estate Planing Seminar

Wednesday, April 9th
3:00 p.m.
The Bridge at Florissant - 1101 Garden Plaza Drive

This seminar will cover such topics as:

  • The role of life insurance in Estate Planning
  • Probate and how to avoid it
  • Strategies to help reduce estate taxes
  • The efficient transfer of assets to loved ones

Light refreshments will be provided

Click Here to Apply

For more information, please call Tracy at 636-916-8329 or by email at

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 (866) 512-6109. 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.

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