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1440 Rosecrans Ave.
Manhattan Beach, CA 90266

Kinecta Wealth Management

800.854.9846 ext.6

 

Workshop- Living Trust & Estate Planning




Workshop- Living Trust & Estate Planning

Thursday, August 29, 2019

6:30p - 8:00p PST

Kinecta Federal Credit Union - Redondo Beach Branch

Kinecta Federal Credit Union - Redondo Beach Branch

1767 S. Elena Avenue
Redondo Beach, CA 90277
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Organizer:

Kinecta Wealth Management jfleming@kinectafinancial.org

Presenter:

Natalie Spiwak, Affinity Trusts

Guest Speaker: Natalie Spiwak - President, Affinity Trusts
Learn about how estate planning works and how important Living Trusts are for your
future.
• What is a Revocable Living Trust?
• What will happen to my property if I die without a Trust?
• What is Incapacity, and how do I plan for it?
• What is probate?
• Nominating guardians / providing for children
• How Credit Union members benefit

Kinecta Wealth Management does not provide legal advice or services. The views and content do not reflect Kinecta Federal Credit Union’s view and does not endorse Affinity Trusts, Legacy Planning Group P.C. and Citadel Law Corporation. Please consult your legal advisor regarding your specific situation. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Kinecta Wealth Management, Member FINRA/SIPC, provides referrals to LPL Financial. Fixed insurance products may also be offered through Kinecta Insurance Services, CA Insurance License #0E24631. Kinecta Federal Credit Union, Kinecta Wealth Management and Affinity Trusts are not affiliated with LPL Financial.


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