UNCLE Investment Services

Estate Planning Basics Seminar

Basic Introduction to Estate Planning and End of Life Planning (Wills/Trusts/Probate)

Saturday, December 15, 2018 | 2PM - 4PM

Livermore Public Library - Civic Center

Briand Kitchens

Briand Kitchens

Financial Advisor,

CUSO Financial Services

UNCLE Credit Union's CFS* Advisor, Briand Kitchens will review:

  • Why you may need an estate plan
  • Strategies to plan for incapacity, including special health care directives
  • Wills, trusts and life insurance
  • Key tax basics, including an overview of the federal gift tax, estate tax and generation-skipping tax

Workshop attendees will also receive a complimentary workbook with key information, worksheets and questions to help you remember important points from this seminar.

*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. CUSO Financial Services, L.P. (CFS) does not provide tax or legal advice. For such guidance, please consult your tax and/or legal advisor.

Contact Us

If you can't find what you're looking for on our site, give us a call at 800-34UNCLE or visit our Contact page for all the details.

Routing Number

UNCLE Credit Union's Routing / Transit number is: 321173072

Equal Housing Lender. We do business in accordance with the Federal Fair Housing Law and the Equal Credit Opportunity Act.
Rates shown are current as of December 18th, 2018

Uncle Credit Union BBB Business Review

Contact Us

If you can't find what you're looking for on our site, give us a call at 800-34UNCLE or visit our Contact page for all the details.

Routing Number

UNCLE Credit Union's Routing / Transit number is: 321173072

Your savings federally insured to at least $250,000 and backed by the full faith and credit of the U.S. Government. National Credit Union Administration, a U.S. Government Agency. Equal Housing Lender. We do business in accordance with the Federal Fair Housing Law and the Equal Credit Opportunity Act.
Rates shown are current as of December 18th, 2018

Uncle Credit Union BBB Business Review

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