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Wealth Management Webinar: A Will Is Not The Only Way

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A WILL IS NOT THE ONLY WAY

Hosted by Tamara Kidd, JD
Vice President & Senior Trust Officer, Members Trust Company


Thursday, January 28, 2021 at 11:00 a.m. ET

 
This webinar will provide a guide to different types of trusts:

  • The webinar will cover what is a will, what is a testamentary trust & what is a living trust
  • Common trusts & the problems they solve
  • How a trust works
  • Selecting a trustee 

 
Click here to register.
 


 

*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




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