If you just started your career or are looking forward to retirement, planning is the key to your success. To make it easy, Motor City Co-op Credit Union understands your need for financial planning and we know it will change several times throughout your lifetime. That’s why we have partnered with Harvest Partners Financial. Your goals are unique to you and your family. Harvest Partners Financial can guide you through each stage of your life with several products and services.
- IRAs and IRA Rollovers
- 401(K), 403(B), Simple and SEP Plans
- Wealth Management
- Financial Planning
- Risk Management
- Retirement Income Planning
- Social Security Planning
- Variable and Fixed Annuities
- Disability, Life & Long-Term Care Insurance
Let’s Us Help You Plan Your Best Life
For more information or to schedule an appointment, contact Greg Genter directly at 313-388-6000 or email him at email@example.com
Gregory Genter, AIF, is a Senior Partner with Harvest Partners Financial and is ready to help you with your financial planning.
Estates • Wills • Trusts
Rebecca J. Braun is an elder law and estate planning attorney and the founder of Mobile Legal Services, PLLC. She will provide insight on the various types of estate planning documents. These include documents necessary for not only transferring assets at death, but also qualifying for certain government benefits, including Medicaid, protecting assets, and ensuring you are covered in the case of incapacity in the future.
The discussion will focus on common estate planning problems and solutions. She will provide tips for avoiding disputes between family members and how to ensure your assets are protected to the greatest extent possible. She will also be discussing how to avoid the need for the probate court during lifetime and following a death.
Thursday, May 10th
Motor City Co-op Credit Union- Roseville Location
27454 Gratiot Avenue
Roseville, MI 48066
Pizza and Pop will be served in a relaxed, casual environment
Reserve your space now by calling Greg Genter at 313-388-6000 or email firstname.lastname@example.org
Securities offered through Sigma Financial Corporation. Member FINRA/SIPC
Investment advisory services offered through Sigma Planning Corporation. A registered Investment Advisor.
Harvest Partners Financial and Motor City Co-op Credit Union are independent of Sigma Financial Corporation and SPC.
Not NCUA or FDIC insured. Not a deposit product, not a condition of any credit union service. No credit union/affiliate guarantee. May lose value. Gregory Genter’s branch address: 7321 Park Ave. Allen Park, MI 48101