EVENT DETAILS

Trust and Estate Planning Workshop- Oxnard
Date:
Thursday, May 30, 2019
Time:
05:30 PM
Event Description:


Thursday, May 30, 2019 | 5:30 p.m. - 6:30 p.m.
Premier America Oxnard Branch

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:
 
Terri Hernandez
Community Branch Manager
Premier America Credit Union
805-658-7228

Jesus Naranjo
Branch Manager
Premier America Credit Union
805-487-4847

Nancy Galvan
Assistant Branch Manager
Premier America Credit Union
805-988-7891
 
For information about financial planning, please contact:
Anthony Velarde, LPL Financial Advisor
805-988-7891 ext. 5057
CA Insurance License #0I37233

Anthony Velarde 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