EECU Workshops

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

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.

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. 

 

Tuesday, December 4, 2018

6 to 7 p.m.

 

EECU Old Town Clovis Branch

430 Pollasky

Clovis, CA  93612

 

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 NCUA Insured

May Lose Value

No Credit Union Guarantee

Not A Credit Union Deposit

Not Insured by Any Federal Government Agency

 

 


 

Understanding the Benefits and Services provided by Social Security

You are cordially invited to attend an educational presentation by Kevin Hillburn, RegionalVice President with Global Atlantic.

Whether you are currently planning your retirement or already in retirement, this presentation will help to clarify any questions you may have and it may provide you with additional benefit and service information you didn’t know about.

This event is facilitated and brought to you by Bradley C. Towers, an Investment Representative of EECU Member Investment Services.

This one-hour event will provide you with an understanding of Social Security issues such as: Retirement, Survivors, Supplemental Security Income,and more.  Please feel free to invite a guest

 

Thursday, December 6, 2018

6 to 7 p.m.

 

EECU Barstow Branch

455 E. Barstow Ave.

Fresno, CA 93710

 

 

RSVP:  Lynette Tate 559-437-7946

         

Reserve your place today!

Bradley C. Towers is an Investment Representative with, and securities and advisory services offered through LPL Financial, member FINRA/SIPC.  Insurance products offered through LPL Financial or its Licensed affiliates.  Educational Employees Credit Union, EECU Member Investment Services are not a registered broker-dealer.  Global Atlantic, EECU, and EECU Member Investment Services are not affiliated with LPL Financial.

Investments are:

Not NCUA Insured

May Lose Value

No Credit Union Guarantee

Not A Credit Union Deposit

Not Insured by Any Federal Government Agency