Tuesday, September 20, 2016

United Investment Planning hosts seminars on essential life planning documents

United Investment Planning (UIP), the investment arm of United Federal Credit Union (UFCU), invites members and the general public to attend one of two complimentary seminars it will hold at its branches to discuss key estate planning documents.
The seminars, titled “5 Essential Life Planning Documents,” will take place:
·          Tuesday, September 27, 5:45 p.m., 1141 Patton Avenue, Asheville, North Carolina
·          Thursday, September 29, 5:45 p.m., 101 Jack Street, Hendersonville, North Carolina.
Eric Freeman, financial advisor, CUSO Financial Services, L.P., will lead both sessions. Documents to be covered are:
·          Wills
·          Durable power of attorney
·          Advanced medical directives
·          Letter of instruction
·          Living trust.
Pre-registration is encouraged. To reserve a spot, call (888) 982-1400, extension 1445 or send an email to mroe@unitedfcu.com.

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