Family Conversations: Multi-generational Planning

Solidify your legacy through multi-generational planning. If it’s important to preserve the wealth you have accumulated throughout your life for the next generation, careful planning and communication can help achieve these goals.

Join our guest speaker and CFS* Financial Advisor as they discuss ways to help achieve a successful financial transition for your family.

Register here

When
Wednesday, October 25, 2023 - 12:00-1:00 pm
Where

NEFCU Financial Group - Online 

Presenter(s)
Anders D. Smith, Vice President, Delaware Life Marketing, LLC & Kris Daudelin, CFS Financial Advisor, CUSO Financial Services, L.P.
Additional Information

*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. New England Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.