EVENT DETAILS

Trust and Estate Planning Workshop- Chatsworth
Date:
Thursday, May 09, 2019
Time:
06:00 PM - 07:30 PM
Event Description:


Thursday, May 9, 2019 | 6 p.m. - 7:30 p.m.
Premier America Chatsworth Branch, Chatsworth Atrium

Have you developed a comprehensive plan to manage and protect your assets for the future? Please join Premier America Credit Union and representatives from LPL Financial and Affinity Trusts for a complimentary workshop where you’ll learn best practices for effective Trust & 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
RSVP To:
 
Mahsa Hadjiaghai
Corporate Branch Manager
Premier America Credit Union
818-772-4167

Candace Cortez
Community Branch Manager
Premier America Credit Union
818-428-6620

Patrick O'Grady
Community Branch Manager
Premier America Credit Union
818-360-7909
 
For information about financial planning, please contact:
Sean Tompkins, LPL Financial Advisor
818-772-4134
CA Insurance License #0I15242

Sean Tompkins is a Registered Financial Advisor with LPL Financial. Securities and Financial Planning are offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Premier America Credit Union, Premier America Investment and Retirement Services and Affinity Trusts are not registered broker dealers and are not affiliated with LPL Financial.

Premier America Investment and Retirement Services and LPL Financial do not provide legal advice or services. Please consult your legal advisor regarding your specific situation.

Not NCUA Insured | No Credit Union Guarantee | May Lose Value