Estate Planning Seminar

Local G-555 and the G-555 Retiree Caucus, as a commitment to provide our Members continuing financial education, are sponsoring an Estate Planning Essentials seminar in partnership with our friends at Caritas Financial. Learn basic actions you can take to make sure as much of your money goes to your beneficiaries and not Uncle Sam.

The Seminar will be presented by one of Caritas’ Certified Financial Planners who has expertise in estate planning and applicable federal and state probate law. A Q&A session will follow the seminar.

When: Thursday, August 29th
Time: Registration @ 5:30pm – Presentation
Where: Gas Workers Union Local G-555 Union Hall, 7777 Exchange St. – Suite 10, Valley View, OH 44125
RSVP: e-mail PaulTalboo@G-555.com your Name, Shop, Guest

We encourage you to bring a guest who can benefit from this info; including a parent, adult child, spouse, etc.

Space is LIMITED, so please RSVP for you and your guest ASAP by emailing your Name, Shop Location, and if you will have a Guest to PaulTalboo@G-555.com

See the full flyer HERE

*Note: UWUA Local G-555 Sponsorship of this event should not be construed as a specific endorsement for Caritas Financial or any of the products or services they provide

Leave a Reply

Your email address will not be published.