Event Registration

Creating a Brighter Future Through Estate Planning

Hosted by RBFCU Trust Services

It’s never too early or too late to develop a comprehensive financial plan to protect your family legacy. A trust is a powerful estate planning tool that can help you preserve assets, avoid probate and even support loved ones in need of care.

Join us for an educational seminar featuring an overview of trust accounts and estate planning, offered to you at no cost and no obligation.

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

  • Date: Thursday, September 28, 2023
  • Time: 2:00-3:00 p.m. CT
  • Cost: Free

Please register below to reserve your seat. Space is limited.

Seminar presented in collaboration with Members Trust Company.

For more information, call 210-637-4117 or email trustservices@rbfcu.org.

Interested in learning more about RBFCU Trust Services? Visit rbfcu.org/trustservices to understand how a trust can help you reach your estate planning goals.

Select which event(s) you would like to attend:
Will you require American Sign Language (ASL) interpretation for this seminar? All ASL interpreter requests should be submitted no later than three business days prior to the event.
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RBFCU Trust Services is a division of RBFCU Investments Group LLC. RBFCU Investments Group LLC is a wholly-owned subsidiary of RBFCU Services LLC. RBFCU Services LLC is affiliated with Randolph-Brooks Federal Credit Union (RBFCU). Trust services available through 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 and 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. Any opinions expressed are those of the presenter and do not necessarily reflect the position of Members Trust Company.

With high-value products and services, Randolph-Brooks Federal Credit Union (RBFCU) is a trusted financial partner for thousands of members in Texas, as well as around the world. RBFCU offers all the banking services you would expect from a leading credit union, and we've also made it our mission to help improve our members' economic well-being and quality of life. Our commitment to personalized service makes RBFCU membership the smarter banking choice.

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