Broker Check
16 June
Webinar: Benefits of a Corporate Trustee

Description

We know that while you can’t predict the future, you can prepare for it by drafting an estate plan. But an estate plan is only as sound as the person or entity charged with its execution. A well-drafted estate plan will fall short without an honest, detail-oriented, and fair trustee.

It is a wise and — more importantly — a loving gesture to consider family dynamics and spare loved ones from burdensome financial responsibilities and legal complexities while grieving.
 
Kinecta Wealth Management has a strategic partnership with Members Trust Company, the very first national trust and investment firm owned by and committed to credit unions. Members Trust Company has firsthand experience in helping to protect the financial futures of Kinecta members.

Join us for a webinar, presented by Andrea Valdez Brandon, Vice President of Marketing at Members Trust Company, who will focus on the benefits of a corporate trustee to your financial plan.

Tuesday, June 16, 2020 at 1 p.m. PST.

Register today: https://attendee.gotowebinar.com/register/7802446079729136139

Members Trust Company is a federal thrift regulated by the Office of the Comptroller of the Currency. Trust and investment products are not deposits of or guaranteed by the trust company, a credit union or credit union affiliate, are not insured or guaranteed by the NCUA, FDIC or any other governmental agency and are subject to investment risks, including possible loss of the principal amount invested. This page is provided for informational purposes only and is not intended to provide legal or tax advice. For legal or tax advice, please consult an attorney and/or accountant. A licensed attorney in your state of residence is needed to draw up a trust. A Kinecta Wealth Management or Members Trust Company representative can provide references to qualified estate planning attorneys. Legal services are not offered or endorsed by Kinecta Wealth Management, Members Trust Company or LPL Financial. Members Trust Company is not affiliated with Kinecta Wealth Management or LPL Financial. You are under no obligation to use the services of Members Trust Company and may choose any qualified professional to provide trust services. You are under no obligation to use the services of Members Trust Company and may choose any qualified professional to provide trust services.

Date and Time

Tue, Jun 16, 2020

1:00p - 2:00p PST

Location

Online

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