News & Events
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Upcoming Events
Revocable Trust: Funding Your Trust — Part II
Date and Time
Tue April 23, 2024
6:00-7:00 PM
6:00-7:00 PM
Location
Virtual
In this seminar, you will learn:
- How to Fund/Move Assets Into a Revocable Trust
- What assets cannot/should not be placed in a Revocable Trust
- How and When to Establish A Trust Account
- The Role of the Successor Trustee
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.
