Estate Planning Workshop September 15th in Groton, MA
Estate planning seminar, to be held at Workers' Credit Union's Groton, MA branch September 15, 2010, will review how to maximize inheritance for future generations and avoid unnecessary taxes under the new 2011 tax changes.
- Boston, MA-NH (1888PressRelease) September 11, 2010 - Workers' Credit Union is hosting a no-obligation financial workshop titled: "Estate Protection Strategies" on Wednesday, September 15, at 6 p.m. in Workers' Credit Union's Groton office, 308 Main Street.
In a hands-on workshop, participants will learn how maximize inheritance for future generations, minimize long-term care costs, and avoid probate and unnecessary taxes under the new 2011 tax changes.
The workshop is open to the general public, but seating is limited. To reserve a place, please call 978-345-1021 978-345-1021 .
For more information on Workers' Credit Union's estate planning workshop, please visit http://www.wcu.com/home/investments/informational.
Workers' Credit Union, founded in 1914, is headquartered in Fitchburg. With assets over $700 million, the Credit Union serves over 65 thousand members from fourteen offices in Acton, Chelmsford, Fitchburg, Gardner, Groton, Lancaster, Leominster, Lunenburg, Orange, Townsend and Workers' Online at wcu.com.
This news release can be found at: http://www.wcu.com/home/welcomecenter/aboutus/workers
Contact Information
Bill White
Planning Concepts, Inc.
wwhite ( @ ) planningconcepts dot com
978-597-1766
Investment products and services offered through CUSO Financial Services, L.P. (CFS), an independent broker/dealer, are not NCUA/NCUSIF-insured; the investments are not credit union guaranteed and may lose value. Representatives are registered through CFS. (Member FINRA/SIPC).
CFS does not provide tax or legal advice. For such guidance, please consult a qualified tax professional and/or legal advisor.
###
space
space
Satisfied Users & 
Approved Press Releases
Print
Email
Report Spam