Broker Check
23 Jan
Workshop- Living Trust & Estate Planning

Organizer

Kinecta Wealth Management jay.eng@kinectawealth.org

Presenter

Natalie Spiwak, Affinity Trusts

Description

Living Trust & Estate Planning workshop - Kinecta Rolling Hills Estates Branch

Free Living Trust & Estate Planning workshop, presented by Affinity Trusts, hosted by Kinecta Wealth Management.

Guest Speaker: Natalie Spiwak - President, Affinity Trusts Learn about how estate planning works and how important Living Trusts are for your future.

  • What is a Revocable Living Trust?
  • What will happen to my property if I die without a Trust?
  • What is Incapacity, and how do I plan for it?
  • What is probate?
  • Nominating guardians / providing for children
  • How Credit Union members benefit

Kinecta Wealth Management does not provide legal advice or services. The views and content do not reflect Kinecta Federal Credit Union’s view and does not endorse Affinity Trusts, Legacy Planning Group P.C. and Citadel Law Corporation. Please consult your legal advisor regarding your specific situation.

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Fixed insurance products may also be offered through Kinecta Insurance Services, CA Insurance License #0E24631. Kinecta Federal Credit Union, Kinecta Wealth Management and Affinity Trusts are not affiliated with LPL Financial.

 

Date and Time

Thu, Jan 23, 2020

6:30p - 8:00p PST

Location

Kinecta Federal Credit Union - Rolling Hills Estates Branch

46 B Peninsula Center
Rolling Hills Estates, CA 90274
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PT1H30M
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