Wealth Management Webinar: A Will Is Not The Only Way
Thursday, June 23rd 11 A.M. - 12 P.M.
"A Will Is Not The Only Way" Webinar
Hosted by Tamara Kidd, JD - Vice President & Senior Trust Officer, Members Trust Company
This webinar will provide a guide to the different types of trusts. The webinar will cover:
- What is a will, what is a testamentary trust, and what is a living trust
- Common trusts and the problems they solve
- How a trust works
- Selecting a trustee
*iTHINK Wealth Management advisors are registered representatives of CUNA Brokerage Services, Inc. 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. 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-3013972.1-0320-0422