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.
|Wednesday, December 4, 2019||6 p.m.||
EECU Old Town Clovis Office
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|
Customized EECU Workshops
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