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