Bellco makes a variety of events and educational seminars available to our local communities. Check out the seminars and webinars below to find one that interests you.
ESTATE PLANNING SOLUTIONS
Hosted by Wayne Bellinger III, Executive Financial Advisor with Osaic Institutions*
Thursday, April 25 at 6:00 pm
at Bellco’s Lone Tree Branch
Do you have an Estate Plan? You’ve worked hard to create a nest egg, but do you feel confident that you’ll be able to leave the legacy you want? Join us for this complimentary seminar where you’ll learn:
- How to plan for YOURSELF to ensure your wishes are carried out
- How to plan for YOUR CHILDREN or others who depend on you for support
- How to plan for YOUR FAMILY to prevent financial hardship and conflict
Elizabeth A. Anderson, Estate Planning Attorney with The Law Network, P.C., will be covering several important topics, including preparing for health challenges as you age, creating tax-advantaged strategies that can help your heirs get more out of your estate, and more.
RSVP by Wednesday, April 24 by calling 303-688-9886 or email us at athompson.bcufinancial@bellco.org to confirm your seat.
*Investment and insurance products and services are offered through Osaic Institutions, Inc., Member FINRA/SIPC. Osaic Institutions and Bellco Credit Union (“Bellco”) are not affiliated. Products and services made available through Osaic Institutions are not insured by the NCUA or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any credit union or credit union affiliate. These products are subject to investment risk, including the possible loss of principal. The past performance of any investment product should not be considered an indication of future results. Insurance products may be purchased from a producer of your choice without affecting your relationship with Bellco. Bellco has contracted with Osaic Institutions to make non-deposit investment products and services available to credit union members.
