Trust & Estate Planning Seminar

Date: Time: Location:
Saturday, January 27th, 2018 11:00 a.m. - 12:00 p.m. Kendall Branch
Saturday, February 24th, 2018 11:00 a.m. - 12:00 p.m. Kendall Branch

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.

1Non-deposit investment products available through Members Trust Company, a federal thrift regulated by the Office of the Comptroller of the Currency, are not deposits of or guaranteed by the trust company, Credit Union, or Credit Union affiliate, are not insured or guaranteed by the NCUA, FDIC or any other governmental agency, and are subject to investment risks, including possible loss of the principal amount invested. 2Keith is a paid employee of SFEFCU and does not work on commission.