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Guardians Retirement & Financial Services Estate Planning Basics | ||||||
| Please join me for a seminar on Estate Planning Basics. In this seminar, you'll learn What Is an Estate Plan?
To reserve your spot, please RSVP to: Jack Ramsay Jacquelyn Sutton www.guardianscu.coop 561-686-4006 x 1120 Jack Ramsay, Financial Advisor | ||||||
Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free 800-369-2862. Nondeposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution. CBSI is under contract with the financial institution, through the financial services program, to make securities available to members. FR-2411576.1-0219-0321 Guardians Credit Union 3469 Summit Boulevard West Palm Beach, FL 33406 |
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