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Seminar Series




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All seminars take place at 26 Allen Street, unless otherwise noted.

The seminar, Estate Planning Basics  presented By Thomas S. O’Brien , CPA O’Brien, Shortle, Reynolds & Sabotka, PC, and hosted By Rich L. Rodrigue, Financial Advisor Heritage Way, will take place Tuesday, June 24th 5:30pm at the Heritage Family Credit Union Ron Hance Operations Center at 26 Allen Street in Rutland, Vermont.
Topics include: Estate Planning – Wills & Probate Tax Basics Lifetime Gifting Trusts Life Insurance – Charitable Giving
A light meal will be served at the seminar.
For reservations, please call 888.252.8932
.

Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC , a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America. Thomas S. O’Brien is not affliated with CBSI or any of its representatives.



Wednesday, Sept 3rd @ 5:30pm 
Darren Doughty  Income For What’s Next (retirement planning)

 
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