Thursday, June 11, 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 Thursday, June 11th 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

Join the web conference: 

1. Visit the online workshop webinar
2. Enter your name and email address.
3. Enter the meeting password: TrustJune11
4. Click "Join Now"

OR

Join the audio conference line:

1. Dial: 408-418-9388
2. Enter the Conference Code: 126 532 8455
3. Enter the meeting password: 878 78 586

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

Natalie Spiwak and Affinity Trusts are not affiliated with or endorsed by LPL Financial or Kinecta Wealth Management. Kinecta Wealth Management 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.

https://www.premieramerica.com/insurance-and-investments/investments/trust-and-estate?viewmode=0