Tuesday, July 28, 2020

01:00 PM - 01:30 PM

Recent events have proven that the future is unknown and being prepared for the unexpected is critical. Please join us on Tuesday, July 28th from 1:00 p.m. - 1:30 p.m., PT, for a complimentary online workshop where you’ll learn best practices for effective trust and estate planning.

Topics Include:

• The pitfalls of using joint ownership as a way to transfer property
• Empowering the right person to manage your finances and make medical decisions for you in the event of incapacitation
• Nominating guardians and providing for minor children
• Distribution of assets according to your wishes

Register for the web conference: 

1. Register for the Online Workshop. 
2. Enter your first name, last name, and email address.
3. Click "Register"
4. You will receive an email with the meeting information. 

OR

Join the web conference:

1. Visit the Online Workshop link.
2. Launch the meeting.
3. Enter the meeting password: 535591

OR

Join the audio conference line:

1. Dial: 669-900-9128 
2. Enter the Meeting ID: 985 8771 2218
3. Enter the meeting password: 535591

To make an appointment, contact:
Natalie Spiwak, Affinity Trust
support@affinitytrusts.com | 310-882-6537 ext. 2

For questions regarding financial planning, contact an LPL Financial Advisor.

Natalie Spiwak and Affinity Trusts are not affiliated with or endorsed by LPL Financial, Premier Investment & Retirement Services or Premier America Credit Union. Premier America Investment & Retirement Services does not provide legal advice or services. The views and content do not reflect Premier America Credit Union’s view and does not endorse Affinity Trusts, Legacy Planning Group P.C. and Citadel Law Corporation. Please consult your legal advisor regarding your specific situation.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AZ, CA, CO, CT, FL, GA, IA, ID, IL, KS, LA, MI, MD, MN, MO, MT, NJ, NM, NV, OR, PA, SC, SD, TN, TX, UT, VA and WA.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Premier America Credit Union and Premier America Investment & Retirement Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Premier America Investment & Retirement Services, and may also be employees of Premier America Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Premier America Credit Union or Premier America Investment & Retirement Services. CA Insurance License #0759204.

Securities and insurance offered through LPL or its affiliates are:
 

Not Insured by NCUA or Any Other Government Agency

Not Credit Union Guarantee

Not Credit Union Deposits or Obligations

May Lose Value

*This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. Investment Representatives. LPL Financial U.S. Investment Representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of investments and services mentioned are available in every state.

Tuesday, July 28, 2020

05:00 PM - 05:30 PM

Recent events have proven that the future is unknown and being prepared for the unexpected is critical. Please join us on Tuesday, July 28th from 5:00 p.m. - 5:30 p.m., PT, for a complimentary online workshop where you’ll learn best practices for effective trust and estate planning.

Topics Include:

• The pitfalls of using joint ownership as a way to transfer property
• Empowering the right person to manage your finances and make medical decisions for you in the event of incapacitation
• Nominating guardians and providing for minor children
• Distribution of assets according to your wishes

Register for the web conference: 

1. Register for the Online Workshop. 
2. Enter your first name, last name, and email address.
3. Click "Register"
4. You will receive an email with the meeting information. 

OR

Join the web conference:

1. Visit the Online Workshop link.
2. Launch the meeting.
3. Enter the meeting password: 385223

OR

Join the audio conference line:

1. Dial: 669-900-9128 
2. Enter the Meeting ID: 993 4420 9835
3. Enter the meeting password: 385223

To make an appointment, contact:
Natalie Spiwak, Affinity Trust
support@affinitytrusts.com | 310-882-6537 ext. 2

For questions regarding financial planning, contact an LPL Financial Advisor.

Natalie Spiwak and Affinity Trusts are not affiliated with or endorsed by LPL Financial, Premier Investment & Retirement Services or Premier America Credit Union. Premier America Investment & Retirement Services does not provide legal advice or services. The views and content do not reflect Premier America Credit Union’s view and does not endorse Affinity Trusts, Legacy Planning Group P.C. and Citadel Law Corporation. Please consult your legal advisor regarding your specific situation.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AZ, CA, CO, CT, FL, GA, IA, ID, IL, KS, LA, MI, MD, MN, MO, MT, NJ, NM, NV, OR, PA, SC, SD, TN, TX, UT, VA and WA.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Premier America Credit Union and Premier America Investment & Retirement Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Premier America Investment & Retirement Services, and may also be employees of Premier America Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Premier America Credit Union or Premier America Investment & Retirement Services. CA Insurance License #0759204.

Securities and insurance offered through LPL or its affiliates are:
 

Not Insured by NCUA or Any Other Government Agency

Not Credit Union Guarantee

Not Credit Union Deposits or Obligations

May Lose Value

*This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. Investment Representatives. LPL Financial U.S. Investment Representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of investments and services mentioned are available in every state.