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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

Wednesday, November 06, 2019

6:30p - 8:00p PST

Kinecta Federal Credit Union - Warner Center Branch

Kinecta Federal Credit Union - Warner Center Branch

21440 Victory Boulevard
Woodland Hills, CA 91367
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2019-11-06T18:30:00.0000000
2019-11-06T20:00:00.0000000
PT1H30M

Organizer:

Kinecta Wealth Management bfernelius@kinectafinancial.org

Presenter:

Affinity Trusts

Free Living Trust & Estate Planning workshop, presented by Affinity Trusts, hosted by Kinecta Wealth Management

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.


 

Not NCUA Insured No Credit Union Guarantee May Lose Value


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