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.

RSVP for the seminar!

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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.

Contact Russ