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October 2017 Events

  • Oct
    • Financial Education Session - Estate Planning
      Oct 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.