2019 Retirement Financial Seminar
We have partnered with Member’s Trust Company to bring you more resources for your financial well-being. Our speaker, Tom Walker, has over 30 years of experience with trusts and working with credit union members to protect and plan for their financial future. Refreshments will be provided.
- Probate…Time Consuming, Costly & Public
- Revocable Living Trust…Avoiding Probate & Guardianship
- Financial Elder Abuse...Planning Tools to Minimize Risks
- Special Needs Trust…Trusts to Care & Protect
- Health Care Directives…Exercising Control Now
- Transfer on Death Deed in Texas
- Trusted IRA & Estate Planning
RSVP & Questions
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