Investment Services articles

Estate_Planning_150

September 6th, 2013

Free Seminar: Wills, Probate, & Estate Planning

Topic: Wills, Probate, & Estate Planning: What you need to know. Sponsored by: Bruce Brundige, MSFS, CEP®, CFS and Julian Heyward, VP, Prudential Investments Date: Thursday, October 10, 2013 Time: Doors open at 12:30pm; Talk begins at 1pm 

Ask Bruce

November 19th, 2012

Ask Bruce: When Is It Time to Speak to a Financial Consultant

Bruce Brundige, LPL Financial Consultant at SMCU, has been involved in the financial services industry for over 24 years. Periodically, Bruce answers common financial planning questions. Q: How do I decide if it’s time to speak to a Financial Consultant? A: We get asked this question so often that we’ve put together a questionnaire tool… (keep reading)

Social Security and Medicare

September 17th, 2012

Attend the Seminar Oct. 9: Social Security & Medicare

Getting the most from your benefits can be quite a challenge. Through this seminar we hope to answer some of the most commonly asked questions regarding Social Security, Medicare and how to prepare for retirement. Topic: Social Security & Medicare: Answers to Common Questions Sponsored by: Bruce Brundige, CEP, CFS Date: October 9, 2012 Time: 1:00… (keep reading)

Memory Loss: Understanding The Basics

September 29th, 2011

Memory Loss: Understanding The Basics

The Investment Services team at SMCU has teamed up with LPL Financial to host a free educational event, “Memory Loss: Understanding The Basics”. The event focuses on educating members of our community on the basics of Alzheimer’s disease. Alzheimer’s currently impacts over 5 million Americans (Alzheimer’s Association, March 2011), and it’s widely believed that educating… (keep reading)