Knowledge To Plan Webinars PDF Print E-mail

Our “Knowledge to Plan Webinars” are designed to provide you with a better understanding of issues that impact your financial well being and security. Enhanced knowledge and understanding will lead to better financial decisions and help you avoid costly mistakes. Our Webinars are presented by experienced professionals including attorneys and investment professionals who have been awarded the prestigious CFA designation. At each Webinar, you will be given the opportunity to raise questions, and to request a personal follow up appointment or call from one of our experienced trust and investment officers.

Trusteed IRA…Combining the Benefits of an IRA with the Flexibility of a Trust
Presented By: Tamara Kidd, JD/VP & Richard DeNapoli, JD/VP, MEMBERS Trust Company, FSB
Next Presentation: September 25th @ 1:00 PM EST Register Now

Senior Protection…Avoiding Elder Financial Abuse
Presented By: Sheldon Reynolds, CFA - Vice President, Trust & Investments, MEMBERS Trust Company, FSB
Next Presentation: September 29th @ 4:00 PM ESTRegister Now

Revocable Living Trust…Avoiding Probate, Protecting Loved Ones & Investing Wisely
Presented By: Neil Archibald - JD/General Counsel, MEMBERS Trust Company, FSB &
Jeanette Croley, JD/CPA/Trust Officer, Suncoast Credit Union
Next Presentation: October

ETF Portfolio Advantage...Lower Cost & Tax Efficiency
Presented By: John Largent, CFA, CFP, CAP - Chief Investment Strategist, MEMBERS Trust Company, FSB
Next Presentation: October