Estate Planning Basics – Complimentary Seminar!
w/ special guest Matthew Meuli, Attorney/Counselor at Meuli Law Office, PC.
There’s no estate too big or small when it comes to planning for your future – and for your loved ones. Investments at Blue, available through CUSO Financial Services, L.P. (CFS)*, invites you to learn more about the important topic of planning your estate.
Thursday, March 28
11:00 a.m. – 12:30 p.m
Old Town branch
136 W Mountain Ave | Fort Collins, CO
We treat all members with dignity and courtesy when it comes to planning for your loved ones’ future. We’ll discuss a holistic approach to estate planning with information about:
- Proper will planning
- Beneficiary designation
- Attorney and other advisor relationships
- Important documents needed for passing assets
Lunch and refreshments will be provided! Please RSVP below so we can provide enough food for our guests.
Meet Russ Hansen
Russ has been in the financial services industry since 2006. Prior to joining Investments at Blue through CUSO Financial Services, L.P. (“CFS”)* as an Investment Advisor, Russ assisted clients with long-term goal planning, retirement planning, and asset allocation strategies at First National Bank, Wells Fargo, Scottrade, and E*TRADE.