MITFCU Financial & Retirement Services Calendar of Events

You’re invited to attend no-cost, no-obligation financial seminars, hosted by MITFCU Financial & Retirement Services and presented by Financial Advisor, Richard J. Erickson, CFP^®.

Estate Planning Basics
2.21.2012 | 5:30pm-6:30pm | Stata Center, Room 155
2.22.2012 | 11:45am-12:45pm | Lincoln Lab, AC-120

Join us for a no cost, no obligation seminar where you'll learn the basics of estate planning including:

• Why you need an estate plan
• Strategies to plan for incapacity, including special health care directives
• Wills, trusts and life insurance
• Key tax basics, including an overview of the federal gift tax, estate tax, and generation-skipping
transfer tax

To attend Estate Planning Basics, click here or call 617.324.3822 to reserve your spot.

Advanced Estate Planning
3.27.2012 | 5:30pm-6:30pm | Stata Center, Room 155
3.28.2012 | 11:45am-12:45pm | Lincoln Lab, AC-120

Join us for a no cost, no obligation seminar where you'll learn information on advanced estate planning including:

• Who can benefit from advanced estate planning strategies
• The changing landscape of the federal estate tax system, including information on exclusions
and the marital and charitable deductions
• Techniques to minimize estate taxes, including different trust arrangements
• Common estate freeze strategies such as family limited partnerships and private annuities

To attend Advanced Estate Planning, click here or call 617.324.3822 to reserve your spot.

Planning for Long Term Care
4.17.2012 | 5:30pm-6:30pm | Stata Center, Room 155
4.18.2012 | 11:45am-12:45pm | Lincoln Lab, AC-120

Join us for a no cost, no obligation seminar where you'll learn information on long-term care planning including:

• What long-term care is and where it's provided
• Strategies to pay for long-term care
• Key features and government incentives for long-term care insurance
• How Medicare and Medicaid factor into long-term care planning

To attend Planning for Long Term Care, click here or call 617.324.3822 to reserve your spot.

Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly Iowa 50677, toll-free (866) 512-6109. Non-deposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution. CBSI is under contract with the financial institution, through the financial services program, to make securities available to members. CBSI is a registered broker/dealer in all fifty states of the Unites States of America.