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Catherine Scrivano, CRPC,CRC,CEP,ADPA,AIF
 

 

Don't Keep it a Secret

Juniper Library

When & Where

January 13, 2018 from 2:00 PM to 4:00 PM

Place

Juniper Library 1825 W Union Hills Phoenix, AZ 85027

Description

While details of your financial information is meant to be kept confidential, don't keep it a complete secret from your spouse or beneficiaries. In this interactive workshop, we will show you how to develop your own beneficiary guide. You will decide: who needs to know, what they need to know and when they need to know it. This is a great way to begin a conversation with your parents or others whose affairs you may need to settle someday.

RSVP Info

602-995-1484
info@cascofinancial.com
www.cascofinancial.com
2525 W. Carefree Hwy.
Bldg. 2, Ste. 112
Phoenix, AZ 85085
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To learn more about the professional history of our financial advisor(s), please visit FINRA's BrokerCheck
Registered Representatives offering securities and investment advisory services offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Cetera Advisor Networks and CASCO Financial Group are not affiliated. CASCO Financial Group nor Cetera Advisor Networks LLC offer tax or legal advice; please consult a qualified professional for advice.

The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.

Registered to sell securities in the following states:
AZ, CA, CO, FL, GA, ID, IL, KY, MI, OR, SC, TN, TX, WA, WI

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Check the background of this financial professional on FINRA's BrokerCheck.