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Financial Education Session - Estate Planning

Thursday, 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.

Join us and bring a friend! 

RSVP to marketing@fairfaxcu.org

 
 
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