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Debit Card Update::

If you have a Piedmont Advantage Debit Card, please note that your new Piedmont Advantage Debit Card will arrive soon. Upon receipt of this new card, put in a safe place and activate on March 10, 2021, to avoid any interruption of services. You will be unable to activate prior to March 10, 2021.

Estate and Trust Planning link to Webinar!

Here at PACU, your financial journey is important to us. Our goal is to provide you with the most current information so that you can make informed financial planning decisions for you and your loved ones. This includes an important financial journey, estate and trust planning, that many of us find challenging. Knowing the differences between estates and trusts and options available to you can save your family thousands of dollars, giving you a peace of mind.
 
In October and November, we  brought in an expert, Robert A. Wells, Attorney at R.A. Wells Law in Greensboro, N.C., to discuss how estate and trusts are handled, share strategies to reduce your estate tax liability and more. Wells has been practicing law for nearly 25 years. For the first 20 years, he was a partner with a private law firm in Greensboro, N.C., primarily handling general civil disputes; setting up corporations; and providing estate planning, estate administration and related services. Upon leaving this firm to become legal counsel for a state-wide insurance firm, he maintained relationships with clients he helped in estate and trust planning with ongoing services and their word-of-mouth referrals. For nearly five years, Wells also has maintained a private practice managing these referrals. 


If you were unable to view the webinar we have posted a link below for you to view a recording.


Link to view: https://youtu.be/ZD6FMtHALIA


Below is the contact information for Rob Wells and Michael Westbrook, if you have any questions or if you would like to set up an appointment!
Robert  A. Wells
R.A. WELLS LAW
2751 Patterson St. Greensboro, NC 27407
rawellsnc@att.net      
336.339.8646
www.rawellslaw.com

Michael Westbrook RICP
Senior Financial Advisor 
CUSO Financial Services, L.P. (Member FINRA/SIPC)
3717 Battleground Avenue Greensboro NC 27410
336.712.5678
https://www.pacu.com/investments-home/

Fitz McMurry
Financial Advisor
CUSO Financial Services, L.P.
at Piedmont Advantage Investment Solutions
139 S. Cardigan Way Mooresville, NC  28117
704.660.7210
https://www.pacu.com/investments-home/

Headquartered in Winston-Salem, North Carolina, and founded in 1949 within the airline industry, Piedmont Advantage Credit Union (PACU) now serves member-owners, who reside, work, worship or attend school in one of the 12 counties it serves in North Carolina or who are employed by one of its many employer companies. These 12 counties are Bladen, Brunswick, Columbus, Cumberland, Duplin, Forsyth, Guilford, Iredell, Mecklenburg, New Hanover, Pender and Rockingham. A nonprofit cooperative financial institution, PACU has 10 branches throughout its service regions and employs a workforce of over 100.

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