Event Registration

Leaving a Legacy: The Value of Estate Planning

As you consider your ability to leave a legacy to your family and community, it's important to consider how your estate plan fits into your overall financial strategy.

Join RBFCU Investments Group for a live educational seminar featuring an overview of estate planning concepts and techniques (including trusts, wills and other essential documents), offered to you at no cost and no obligation.

San Antonio: RBFCU Auditorium, 1 IKEA-RBFCU PKWY, Live Oak, TX 78233

  • Date: Thursday, February 20, 2025
  • Time: 2:00 p.m. – 3:00 p.m. CT
  • Cost: Free

    Presented by: Terence F. Powell, Jr., AIF®, Investment Program Manager, RBFCU Investments Group
    Hosted by: RBFCU Investments Group

    Space is limited. Reserve your seat today!

    For more information, call 1-888-294-0202 or email rbinvestments@rbfcu.org.

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    Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.

    Ameriprise Financial Services has a partnership with this financial institution to provide financial planning services and solutions to clients. The financial institution is not an investment client of Ameriprise but has a revenue sharing relationship with us that creates a conflict of interest. Details on how we work together can be found on ameriprise.com/sec-disclosure.

    This is an informational event. There is no cost or obligation.

    Ameriprise Financial is not affiliated with the financial institution.

    RBFCU Investments Group is a financial advisory practice of Ameriprise Financial Services, LLC.

    Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.

    Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

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