Seminars | Cedar Point FCU (Lexington Park, MD)
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Estate Planning

Presented by Joann Wood of The Law Office of Joann M. Wood, LLC.

Estate Planning is not just "death and taxes." The two most important goals of estate planning are to talk through the basics of financial security, and ensure your property is transferred according to your wishes.

In this seminar, guest speaker Joann Wood will help you better understand your goals so that you and your loved ones can get a jump start on your plans for the future.

 

REGISTER

Wednesday,

September 21, 2022

6:00 p.m.

 

In-Person Seminar

FAFSA & Student Loans

Presented by Colleen S. Blundell*, VP Investment & Business Services and Thirza Morgan of The College of Southern Maryland

Come hear about the FAFSA process, the changes to Year 2022, different types of aid, requirements and sources, along with how eligibility for need based financial aid is determined.

 

REGISTER

Wednesday,

October 19, 2022

6:00 p.m.

 

In-Person Seminar

*Colleen Blundell is a Registered Representative of and Securities and investment advisory services offered through Hornor, Townsend & Kent, LLC (HTK), Registered Investment Adviser, Member FINRA/SIPC, 161 Washington Street, Suite 700, Conshohocken, PA 19428. 610-771-0800. HTK does not offer tax or legal advice. Cedar Point Federal Credit Union and Cedar Point Financial Services, Inc. are not affiliated with HTK. The Law Office of Joann M. Wood LLC is unaffiliated with HTK. Securities and Investment Advisory Services are not a deposit, are not guarantees or obligations of Cedar Point Credit Union, and are not insured by NCUA/NCUSIF/FDIC or any other bank or government entity.
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Include Investment Disclaimer

 

 

 

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