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Thursday, October 19, 2017

  • Financial Education Session - Estate Planning
    October 19, 2017 - (12:00 PM - 01:00 PM)
    Fairfax Branch
    4201 Members Way
    Fairfax, VA , 22030

    This workshop will offer guidance for making decisions regarding estate planning.

    It includes:
    -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.