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Arsenal CU draws large crowd for wills and trusts seminar

Saving & Investing
Arsenal CU draws large crowd for wills and trusts seminar

An overwhelming response

Within a half-hour of launching an email inviting members to a complimentary seminar on wills and trusts, 17 people signed up. The count climbed to over 60 within a few days.

To accommodate all of the members interested in the event, we moved the location from an upstairs meeting room to the main lobby of the Arnold branch and rented chairs. There were few empty seats for the April 30 seminar, Understanding Incapacity & Strategies to Plan for Continuum of Care.

About the wills and trusts seminar

At the seminar, Christine Alsop, a local elder law attorney, served as the guest speaker. David Weis, financial advisor with CUSO Financial Services, L.P. (CFS*), hosted the event and helped answer questions.

CFS financial advisor, David Weis, answering questions in front of a packed crowd at the seminar.

Some of the topics covered at the seminar included:

  • Four ways that property passes upon death
  • How to avoid probate
  • The importance of having health and financial durable powers of attorney
  • Trust administration and wills
  • Life insurance
  • Long-term care issues
  • Asset protection

Future seminars

Due to the overwhelming demand for this particular topic, David will most likely host another one later in the year. Stay tuned to your inbox, Arsenal’s Facebook page and ArsenalCU.com for more information.

About Christine Alsop

Christine presenting to an audience at Arsenal Credit Union

Christine is a local attorney and owner of The Elder & Disability Advocacy Firm. She graduated from Valparaiso University School of Law and has extensive elder law experience as well as significant litigation and advocacy experience. Christine is not affiliated with CUSO Financial Services, L.P. and/or Arsenal Credit Union.

About David Weis

David is a financial advisor with CFS*, serving members of Arsenal. For over 11 years David has concentrated on developing, implementing and monitoring personalized financial plans for his clients. He specializes in retirement strategies and IRA options for 401(k)’s, 403(b)’s, 457’s, Profit Sharing and TSP’s.

*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.