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.
- 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.
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.
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.