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DINNER WORKSHOP: WILLS, TRUSTS & INHERITANCE PLANNING SEMINAR
Join us for an exclusive and informative evening of fine dining and expert education on May 14th! This unique event brings together the pleasures of a delectable dinner with the invaluable insights of Legacy Planning […]
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Parents Making Cents with Tony Delumen
Empowering Parents to Have Financial Conversations with Their Kids. Purpose: Create a support system of parents and grandparents with the goal of having meaningful financial education conversations with the children in their lives. Series of […]
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RETIREMENT PLANNING LATER IN LIFE
It’s one of the most important financial considerations for anyone today. And as you get closer to retiring, it becomes more critical to have a solid plan of action. This workshop focuses on deciding when […]
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College Planning With Tony Delumen
Invest in Your Child’s Future with a College Plan
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BECOMING A HOMEOWNER
Homeownership starts well before the contracts are signed—preparation is one of the keys to a smooth home buying process. This session covers all major pre-purchase topics such as budgeting, the down payment, credit reports, debt-to-income […]
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WILLS, TRUSTS & INHERITANCE PLANNING SEMINAR
This One Hour Seminar, or Webinar, is an Educational Event hosted by our business Partners, Living Trust Educators and CU Plan. You’ll learn whether you need a Trust or a Will, and what is included […]
A Safe Place for Your Money
Kaiperm members can find comfort in knowing that no matter the size of your deposit, every dollar is safe, secure and 100% insured by the NCUA, up to $250,000. We're here to keep your assets safe as they grow.