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No-Cost Financial Workshops
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UPCOMING TOPICS Long-Term Care, Feb. 9 Living Trusts, Feb. 23 |
Because today's financial climate has more choices and challenges than we may be able to keep up with, University Credit Union sponsors a series of workshops that will address a variety of financial concerns. We hope these workshops will help to answer your questions as well as create some new opportunities.
There are no costs to attend workshops and they are open to credit union and non-credit union members. However, space is limited. Reserve your space in a workshop by contacting a credit union representative.
Long-Term Care: Issues and Answers
Date: Thursday, February 9
Place: UCU Office, 1500 S. Sepulveda Blvd.
Time: 6:00 p.m.
Light refreshments will be served.
- Guest Speaker: Delores Chantra, CUNA Mutual Group
Long-term care costs are escalating and people of all ages are realizing that their money and assets can rapidly be depleted by a debilitating illness or injury. Still, many people fail to insure against this risk.
Learn about common misconceptions, such as "It will never happen to me" and "Medicare will pay for it." Find out the affects of the New Budget Reduction Act, which virtually eliminates all the past loopholes to impoverish yourself for the purpose of qualifying for medical care. The peril of relying on family members for care will also be explored.
Also, learn about the differences between the PERS Long Term Care Insurance versus other plans. Long term care insurance can be a critical part of your financial management, if you want to protect your assets and preserve your dignity when it comes to the kind of care you may receive.
Reservations
Space is limited. Reserve a spot now! Bring a co-worker, spouse, family member or friend. Make your reservation request online (reservation made subject to available space) or call a UCU representative at (310) 477-6628, ext. 1.
About the hosts
The CUNA Mutual Group, a partner contracted to serve University Credit Union members, is hosting this important topic which includes information about long-term care insurance. If you have questions about long-term care insurance, please call Delores Chantra at 800-356-2644 ext. 1526.
Disclaimer: Long-term care insurance is sold through multiple independent licensed insurance carriers. This insurance is not a deposit and is not federally insured or guaranteed by credit unions. Your credit union enables this insurance program to be offered and is entitled to compensation from CUNA Mutual.
CA Insurance License # 0C97505
Living Trusts and Estate Planning
Date: Thursday, February 23
Place: UCU Main Office, 1500 S. Sepulveda Blvd.
Time: 6:00 PM
Light refreshments will be served.
Guest Speakers: Natalie Spiwak, CCEP and Randi Moore, CCEP from Affinity Trusts. Dan Hales, President, Citadel Law
If you are like most Americans, you have focused on accumulating wealth and building a secure financial future for yourself and your family. However, the majority of Americans have no plan in place to preserve, manage and transfer their wealth upon death or incapacity. At this workshop, you'll learn:
Reservations: Space is limited. Reserve a spot now! Make your reservation request online (reservation made subject to available space) or call a UCU representative at (310) 477-6628, ext. 1.
About the hosts:
Affinity Trusts service is hosting this important topic. Affinity Trusts is associated with Citadel Law Corporation, which has been specializing in estate planning law and living trusts for over 20 years.
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Applications:
Check these out: For more information, please e-mail us or call (310) 477-6628. |