Join us on Wednesday, February 27, 2019 for a FREE Estate Planning Basics seminar. We will cover what is an Estate Plan and how it reflects the way you want your personal and financial affairs to be handled in case of incapacity or death. Please RSVP to Jack Ramsay at jack.ramsay@cunamutual.com or call (561) 686-4006 ext. 1120. ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌
Guardians Retirement & Financial Services Estate Planning Basics
Please join Financial Advisor, Jack Ramsay, for a seminar on Estate Planning Basics. In this seminar, you'll learn

What Is an Estate Plan?
 •  An estate plan is a map
 •  This map reflects the way you want your personal and financial affairs to be handled in case of incapacity or death


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 sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution.

FR-2411576.1-0219-0321

Guardians Credit Union
3469 Summit Boulevard
West Palm Beach, FL 33406
This email was sent to *|EMAIL|*
why did I get this?    unsubscribe from this list