Free Seminar Calendar
We will be hosting a series of free, no obligation seminars to help you make smart and careful investment decisions. They will present a wealth of practical advice. Please check our event calendar below for upcoming seminars, or call (603) 629-1524 to find out more.
Estate Planning Seminars
- Basics of Estate Planning – Wills vs Trusts
- Passing Assets to Your Heirs
- Estate tax rules: How do they affect you?
- Minimizing taxes on social security income
Like many investors, you may want ongoing, expert guidance to ensure that your assets are preserved for future generations. Please plan on attending our seminar, and let our professionals help you with protecting your assets.
Other seminars we will be hosting include:
- IRA Rules and Strategies*
- College Planning*
- Long-term Care Insurance
- Reverse Mortgage
*Seminars offered through Infinex Investments, Inc.
Please check our event calendar below for upcoming seminars, or call (603) 629-1524 for a free, no obligation consultation.
Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. St Mary’s Financial Services is a trade name of the credit union. Infinex and the credit union are not affiliated. Products and services made available through Infinex are not insured by the NCUA or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any credit union or credit union affiliate. These products are subject to investment risk, including the possible loss of value.