Financial Education Session - Estate Planning
Thursday, Oct 19, 2017
(12:00 PM - 01:00 PM)
4201 Members Way
This workshop will offer guidance for making decisions regarding estate planning.
-Reviewing your sources of retirement income
-Determining your income needs in retirement
-Reviewing various types of investments
-Discussing investment diversification options
Speakers for the workshop:
Sheldon Reynolds, CFA – Vice President Trust and Investments, Members Trust Co.
Kathleen Miller, CTFA – Trust Officer, Members Trust Co.