JUNE 2 & JUNE 4
Estate & Wealth Planning Seminar
Learn the essentials of estate planning, including how Trusts, Wills, and Powers of Attorney work together to protect your family, your assets, and your long-term wishes.
Understand what happens if you don't have a plan and how estate planning can help avoid delays, unintended outcomes, and added stress for you and the people who depend on you.
Seminar Times
Tuesday, June 2nd at 10 am PT
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Thursday, June 4th at 2 pm PT
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Trust services provided by Members Trust Company, a federal thrift regulated by the Office of the Comptroller of the Currency. Trust and Investment products are not federally insured, are not obligations of or guaranteed by the credit union or any affiliated entity, involve investment risks, including the possible loss of principal. This is for informational purposes only and is not intended to provide legal or tax advice regarding your situation. For legal or tax advice, please consult your attorney and/or accountant.
The information provided by this website and our Trust Services Department is not intended to constitute legal or tax advice regarding your situation; it is for informational purposes only. For legal or tax advice, please consult your attorney and/or accountant.
Securities and advisory services are 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. Firefighters First Credit Union and Firehouse Financial are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Firehouse Financial, and may also be employees of Firefighters First Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Firefighters First Credit Union or Firehouse Financial. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value |
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Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.