Settling an estate can be a lengthy and complex process. Join us for an educational seminar on Managing An Inheritance to be held on Thursday, November 7, 2019 from 6 – 7 p.m. at Westerly Community Credit Union, 4979 Tower Hill Rd., Wakefield, RI 02879.
This seminar will address the following issues and answer more of your questions:
Understanding the Process
Knowing Your Options
Steps to Get Started
This no-cost, no-obligation seminar is presented by Wayne Lagasse, Vice President, Wealth Management, MEMBERS Financial Services at Westerly Community Credit Union and Matthew L. Mercer, Attorney at Law.
For more information, or to reserve your place by October 31st, 2019, please contact Jill Sposato, MEMBERS Financial Services Coordinator, at 401.596.7000 x2187 or email email@example.com.