Wednesday, September 30, 2020 from 12:00 PM to 1:00 PM MDT
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Kirtland Financial Services 

Estate Planning: An Introduction

Presented by: Keith Hardy, Wealth Management Advisor

Planning for your estate is very important to your financial plan, and has a major impact on who receives your assets upon death and who will control the process of handling your estate.

Join us Wednesday, September 30 as we show you:

  • What is an estate?
  • Why set up a trust?
  • Different types of trusts
  • Estate planning

Information is also provided about power of attorney, living wills, final wills and testaments, so that you'll be informed about all the estate planning essentials.

Register Now!

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This material was created for educational and informational purposes only and is not intended as ERISA, tax, legal or investment advice. If you are seeking investment advice specific to your needs, such advice must be obtained on your own separate from this educational material.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Kirtland Federal Credit Union and Kirtland Financial Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Kirtland Financial Services, and may also be employees of Kirtland Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Kirtland Federal Credit Union or Kirtland Financial Services. Securities and insurances offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency Not Credit Union Guaranteed Not Credit Union Deposits or Obligations May Lose Value