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Patricia, Affinity Plus Member

Upcoming Events

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Understanding Revocable Trusts

Date and Time
Thu November 10, 2022
6:00-8:00 PM
Location
Virtual

In this seminar, you'll learn:

  • Pros and Cons of Revocable Trusts
  • How to decide whether to use a trust or a will
  • How to move assets into a trust
  • Creation and Management of Revocable Trusts

Investing in You. Listen! It’s a Podcast!

Investing In You looks at how money and banking can actually work for you, and explores how we can invest in ourselves and our communities in real, impactful ways.

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