Financial Conversations to have with your Elderly Parents

When
Wednesday, October 25, 2017 - 5:30 - 7:00 pm
Where

New England Federal Credit Union
141 Harvest Lane
Williston, VT

Presenter(s)
Jonathan Whitehouse & Scott M. Hinman, ChFC®, Financial Advisors, CUSO Financial Services, L.P.
Seats Available
42
 

Many families will experience a time when the child becomes the parent – a time of role reversal when it feels like it becomes the child’s responsibility to safeguard the parent. This seminar deals with areas of concern in the financial realm like the parent’s income, wealth and inheritance that often are difficult to openly discuss. Join us to learn about topics that should be at the top of your list of important things to discuss with your aging parents. 

 

*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.