| OPEN AN ACCOUNTOPEN AN ACCOUNT | CONTACT | SEARCH

Upcoming Events


Estate Planning Seminar

Free for UCU members!

Top 10 Things You Need to Know About Estate Planning, Long-Term Care, and its Impact on Your Financial Plan

Trish Freiwald Jennifer Eastman

Presented by:

Trish Freiwald
Wealth Management Advisor and Certified Financial Planner at TIAA

Jennifer Eastman
Partner in the Estate Planning Practice Area at Rudman Winchell

 

 

Topics Covered:

  1. Who Needs a Will and Who Needs a Trust?
  2. How does a Simple Trust Work?
  3. How does a Complex Trust Work?
  4. What’s an Advance Health Care Directive?
  5. What’s the Difference between a Power of Attorney and a Personal Representative?
  6. Why (or Why Not) Avoid Probate?
  7. How does Probate Work?
  8. What Do I Need to Know About MaineCare?
  9. Will the Nursing Home Take My Home?
  10. Can I Preserve Assets from the Cost of My Long Term Care?

Register here:

If you prefer to register over the phone, call 207 889 9914.


First-Time Home Buyer Course

Learn everything you need to know about the home buying process with our popular course with HoMEworks! Attending this course could make you eligible for the $3,500 Maine State Housing Advantage grant to apply towards closing costs.

What you'll learn:

  • The home buying process
  • Money management and the costs involved
  • Goal setting and preparing for homeownership
  • How to qualify and obtain a mortgage loan
  • Lender's view: Determining creditworthiness and affordability
  • What to expect at closing
  • How to avoid being ripped off

Upcoming classes:

UCU will be at the following classes and teach the lending and credit portions of the course. We are proud to provide these courses as a resource.

January 27th, 8am - 6pm
University of Maine at Farmington Campus
Conference Room 123, Olsen Student Center
111 South St, Farmington, ME 04938
Parking is behind student center on High Street.

Register here

February 17th, 8am - 6pm
American Legion Post #2 (near Best Buy)
Augusta, ME

Register here

February 24th, 8am - 6pm
University of Maine Augusta – Bangor Campus
128 Texas Avenue, Bangor, ME
Eastport Hall Room 124

Register here

March 24th, 8am - 6pm
Husson University
Westbrook

April 7th, 8am - 6pm
USM, Lewiston-Auburn Campus, Room 285
51 Westminster St, Lewiston, ME 04240

Register here

May 19th
Bangor TBD

June 2nd
Husson University
Westbrook

 

If you are using a screen reader or other auxiliary aid and are having problems using this website, please call 800-696-8628 for assistance.  
All products and services available on this website are available at all UCU full-service locations.