Progressions Credit Union

Your Road to Financial Solutions

September 2018 eNews

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THIS is the "Money Confidence" workshop you've been wanting and needing.

Members of Progressions Credit Union and their friends and family are invited!

"Legacy for the Living - Estate Planning Basics" workshop

Presented by Michelle Fossum, partner, Sayre, Sayre, and Fossum

Wednesday, September 12, 2018, 6:30 p.m.
Board Room, 2nd Floor, Progressions Credit Union
2919 E Mission Ave, Spokane WA, 99202
Presented by Laura Zahn, Financial Advisor with CUSO Financial Services, L.P.*

Michelle walks us through all the important components of an estate plan - powers of attorney, living health care directive wills and trusts - in plain English.

Who needs these documents? Why? Which ones help during your lifetime and which ones after your death?

If you are parents raising your children, someone involved in Medicaid spend-down, anyone dealing with end-of-life issues, or anyone who owns a house or assets and needs to pass them to heirs, you need to attend this session.

Bring your questions!

Workshop is complimentary, but space is limited, so please RSVP by contacting:

Laura Zahn, 509.323.1323 or Laura.Zahn@cusonet.com

Please be sure to state your name, phone number and whom you are bringing.

*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The credit union has contracted with CFS to make non-deposit investment products and services available to credit union member

Your savings federally insured to at least $250,000 and backed by the full faith and credit of the
United States Government

Our Privacy Policy is available online at Progressionscu.org and has not changed. You may also request a paper copy be mailed to you by calling us at 509.535.0191 or 800.828.8691.

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The information contained in this email (the “Content”) is provided for informational and educational purposes only, without any express or implied warranty of any kind, including warranties of accuracy, completeness, or fitness for any particular purpose. The Content is not intended to be and does not constitute financial, investment, tax or accounting advice or a solicitation to buy or sell securities. The Content is necessarily general in nature and is not specific to you or anyone else. YOU SHOULD CONSULT YOUR OWN INVESTMENT, TAX OR ACCOUNTING ADVISORS BEFORE IMPLEMENTING ANY ADVICE INCLUDED IN THE CONTENT. By viewing or utilizing the Content, you agree that you will not hold DocuMatix, Inc., Progressions Credit Union or their affiliates or agents responsible for loss or damages resulting from the Content.

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