(9/12) “Understanding Wills & Estate Planning”
with Janice Pierce of Scofield & Scofield, P.C. Attorney at Law
and Hosted by Kent Johnson (CFS^ Financial Advisor at Velocity Credit Union)
The Omni Southpark (Oaks Room)
4140 Governor’s Row, Austin, Texas 78744
Thurs., Sept. 12 — 11am – 1:15pm
11am – Lunch and registration
11:30am – Intro and presentations
12:45pm – Door prizes, dessert and meet-and-greet (optional)
Bring a friend. Complimentary lunch and parking will be available.
RSVP Here by Thurs., Sept. 5
Questions? Call 512.469.7023
Previously Completed Seminars
2/13 – Lunch and Learn “Understanding Social Security”
Wednesday, February 13, 2019 – 11:00am to 1:00pm
4140 Governor’s Row
Austin, TX 78744
2/12 – “Understanding Social Security”
Tuesday, February 12, 2019 – 6:30pm to 8:00pm
1110 Discovery Blvd.
Cedar Park, TX 78613
Velocity Credit Union Seminars
*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.
CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional, information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.