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.

ETF Portfolio Advantage…Lower Cost & Tax Efficiency *** ETF Webinar Postponed - Please see June 29th link
Presented By: John Largent, CFA, CFP, CAP - Chief Investment Strategist, MEMBERS Trust Company, FSB
Next Presentation: Tues, May 26th @ 4:00pm EST Click here to register

Senior Protection…Avoiding Elder Financial Abuse
Presented By: Sheldon Reynolds, CFA - Vice President of Trust & Investments, MEMBERS Trust Company, FSB
Next Presentation: Tues, May 26th @ 4:00pm EST Click here to register

Revocable Living Trust…Avoiding Probate, Protecting Loved Ones & Investing Wisely
Presented By: Jeanette Croley, JD, CPA - Trust Officer, Suncoast Credit Union
Next Presentation: Tuesday, June 2nd @ 10:00am EST Click here to register

Trusteed IRA…Combining the Benefits of an IRA with the Flexibility of a Trust
Presented By: Tamara Kidd, JD - Vice President & Senior Trust Officer, MEMBERS Trust Company, FSB
Next Presentation: Wednesday, June 10th @ 1:00pm EST Click here to register

Senior Protection…Avoiding Elder Financial Abuse
Presented By: Sheldon Reynolds, CFA - Vice President of Trust & Investments, MEMBERS Trust Company, FSB
Next Presentation: Monday, June 22nd @ 4:00pm EST Click here to register

ETF Portfolio Advantage…Lower Cost & Tax Efficiency
Presented By: John Largent, CFA, CFP, CAP - Chief Investment Strategist, MEMBERS Trust Company, FSB
Next Presentation: Monday, June 29th @ 4:00pm EST Click here to register