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Our “Knowledge to Plan Webinars” are design 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 experience trust and investment officers.
ETF Portfolio Advantage…Lower Cost & Tax Efficiency
Presented By: John Largent, CFA, CFP, CAP/Chief Investment Strategist, MEMBERS Trust Company, FSB
Next Presentation: September 13, 2010 @ 4:00 PM EST… Register 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 Schools FCU
Next Presentation: September 16, 2010 @ 4:00 PM EST… Register Now
Reverse Mortgages...Answers to your Questions
Presented By: Beth Brunner Lee, Vice President, Reverse Mortgages, MEMBERS Trust Company, FSB
Next Presentation: September 23, 2010 @ 3:00 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 27, 2010 @ 4:00 PM EST… Register Now
Trusteed IRA…Combining the Benefits of a IRA With Flexibility of a Trust
Presented By: Tom Walker, JD/CEO & Tamara Kidd, JD/ VP MEMBERS Trust Company, FSB
Next Presentation: September 30, 2010 @ 1:00 PM EST… Register Now
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