As you consider your ability to leave a legacy for your family and community, it's important to consider how your estate plan fits into your overall financial strategy.
Join RBFCU Investments Group for a live educational seminar featuring an overview of estate planning concepts and techniques (including trusts, wills and other essential documents), offered to you at no cost and no obligation.
Tuesday, September 30, 2025
2:00 p.m. – 3:00 p.m. CT
RBFCU Auditorium
1 IKEA-RBFCU PKWY
Live Oak, TX 78233
Space is limited. Reserve your seat today! bit.ly/LeavingaLegacy_093025
Presented by: Terence F. Powell, Jr., AIF®, Investment Program Manager, RBFCU Investments Group
Hosted by: RBFCU Investments Group
Disclosures:
Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.
Ameriprise Financial Services has a partnership with this financial institution to provide financial planning services and solutions to clients. The financial institution is not an investment client of Ameriprise but has a revenue sharing relationship with us that creates a conflict of interest. Details on how we work together can be found on ameriprise.com/sec-disclosure.
This is an informational event. There is no cost or obligation.
Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.
Ameriprise Financial is not affiliated with the financial institution.
RBFCU Investments Group is a financial advisory practice of Ameriprise Financial Services, LLC.
Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
Also check out other Workshops in Live Oak.
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