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Estate Planning 101: An Introduction to Estate Planning

Date and Time
Thu January 13, 2022
6:00-7:00 PM

In this seminar, we'll discuss:

  • The basic tools used to protect ourselves during a period of incapacity.
  • Who do you trust to make health and financial decisions for you if you are no longer able to make decisions for yourself or manage your daily obligations.
  • The simplest and easiest way to transfer assets at death.
  • Differences between wills and trusts.
  • The role beneficiary designations should play in the process.
  • What does a basic but comprehensive estate plan include.

Investment Center Disclosures 

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. Affinity Plus Federal Credit Union and Affinity Plus Investment Center are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Affinity Plus Investment Center and may also be employees of Affinity Plus Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Affinity Plus Federal Credit Union or Affinity Plus Investment Center. Securities and insurance 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

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.

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