Broker Check
20 Feb
Workshop- Living Trust & Estate Planning - Goleta

Description

Living Trust & Estate Planning Workshop - Kinecta Goleta Branch

RSVP Today!
Visit: Online or Call: 855-840-8645

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, Feb 20, 2020

6:30p - 8:00p PST

Location

Kinecta Federal Credit Union - Goleta Branch

145 Santa Felicia Drive
Goleta, CA 93117
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PT1H30M
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