We offer a variety of workshops for students and adults of all ages. Learn more about our award-winning Wise Up program, our Fun with Money class, our Credit Wise workshop, and more by clicking here.
UNDERSTANDING LIVING TRUSTS
If you are interested in learning how a living trust works, we invite you to attend a seminar hosted by a local expert. Philip M. Flanigan is a well-respected attorney in Fresno with over 20 years’ experience in the estate planning field who practices exclusively in the area of estate planning, wills and trusts, and probate and estate administration.
This event is facilitated and brought to you by Derek M Lee, Investment Representative. This one-hour seminar will provide you with a basic understanding of how trusts work and the opportunity to get answers to your questions. There is no cost to attend this event, but reservations are required. Please feel free to invite a guest.
October 25th – 6:00 p.m.
Clovis North EECU
1660 Herndon Ave. Suite 101
Clovis, CA 93611
RSVP: Lynette Tate 559-437-7946 Reserve your place today!
Securities and investment advisory services are offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. Derek M. Lee is an Investment Representative with and securities offered through LPL Financial. Insurance offered through LPL or its licensed affiliates. LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial. Philip M. Flanigan is not affiliated with LPL Financial.
Investments are: Not NCUSIF insured – May lose value – Not a deposit – Not guaranteed by Educational Employees Credit Union – Not insured by any federal government agency.