Workshops

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Understanding Living Trusts

One of the most important issues you may face as an investor is how to properly transfer your assets to the people you care about without the inconvenience of probate and estate taxes.

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, EECU Member Investment Services.

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.

 Date  Time  Location
 Wednesday, December 4, 2019  6 p.m.

 EECU Old Town Clovis Office

 430 Pollasky

 Clovis, CA 93612

RSVP to Lynette Tate 559-437-7946. Reserve your place today!

Derek M. Lee is a registered representative with, and securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. EECU and EECU Member Investment Services are not registered as a broker-dealer or investment advisor. Registered Representatives of LPL offer products and services using EECU Member Investment Services, and may also be employees of EECU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of EECU or EECU Member Investment Services. Securities and insurance offered through LPL or its affiliates are:
 
 Not NCUA Insured  May Lose Value
 Not A Credit Union Deposit  No Credit Union Guarantee
 Not Insured by Any Federal Government Agency  
 
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.

Customized EECU Workshops

We offer a variety of workshops for students and adults of all ages. EECU provides all the resources for this exciting and educational training program presented to school classrooms, community groups and more.  Learn more about our award-winning Wise Up program, our Fun with Money program, our Credit Wise workshop, and more by clicking here.

 

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