Discover how the Credit Union can help you create a brighter future for your family through Estate Planning. We will show you how you can create a blueprint that will protect you and your loved ones in the event of incapacity or death. If you have questions on setting up a Trust or Will, join us for our seminar and see how we can help.1
This session will be held at our Kendall branch. Space is limited; please call (305) 270-5200 to reserve a seat. Light refreshments will be served.
Speakers: Keith W. Gregor, CFA, the Credit Union's Senior Investment and Trust Officer2 and Tamara Pataky Kidd, J.D./V.P. & Senior Trust Officer, will show you how your Credit Union can help you create a plan to ensure your assets are passed according to your wishes.