Virtual Seminar: A Will Is Not The Only WayTuesday, Jul 21, 2020 6 PM - 7 PM
Brooke Martin, Financial Professional with Ascentra Retirement and Investment Services, invites you to attend an informative web presentation - A Will Is Not the Only Way. This will be a virtual seminar, so you can enjoy the presentation from your home.
- What can a will do for your and your family?
- What is a Living Trust?
- Who might need a trust?
- Common trusts and the problems they solve
Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members.Trust services provided by Members Trust Company FSB, which is not an affiliate of the credit union. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America. FR-3150992.1-0720-0822