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Estate Planning Webinar

Join WCCU Investment Consultants as we welcome Attorney Anthony Schmoldt of Schmoldt Law Office to guide us in Estate Planning 2023.

The Program will be held via Webinar on Tuesday, March 14th at 10am.

​Click Here to Reserve Your Webinar Spot
(Registration Link will open)​ 

 

 

 

 

Set Up an Appointment

Please use the appropriate link to schedule a return phone call, virtual meeting, or an in-person branch meeting with Brandi.

​Return
Phone Call​       ​Virtual 1-Hour Appointment ​ 

​Westby In-Person Appointment​       ​Viroqua In-Person Appointment​ 

​Reedsburg In-Person Appointment​       ​Lake Delton In-Person Appointment​ 

​Baraboo In-Person Appointment​  ​Portage In-Person Appointment​  ​Richland Center In-Person Appointment​ 

 

 

WCCU Investment Consultants currently offers a variety of services related to investments, including retirement planning, basic estate planning, and long-term care planning, to name a few.

Need to call us?

Direct Phone Number

608-634-7756

 

Secure Fax Number

888-509-4597

 

This communication is strictly intended for individuals residing in the states of AZ, CO, IL, MN, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.

Securities and advisory services offered through Commonwealth Financial Network®, member  FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth. WCCU Investment Consultants and Westby Co-op Credit Union are not a registered broker/dealer or registered investment adviser. Westby Co-op Credit Union and Commonwealth are separate and unaffiliated entities.   

Investments are not insured by the FDIC/NCUA and are not deposits or other obligations of, or guaranteed by, any depository institution. Funds are subject to investment risks, including possible loss of principal investment.

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