Estate and Retirement Income Planning Seminar

Planning for your future and protecting the assets in your estate is important! Please join us for a free Estate and Financial planning session where you will learn how to prepare for your legacy legally and turn these uncomfortable questions and conversations into actionable items as we discuss:

• What makes up my estate?
• Who needs estate planning?
• If I have a living trust, do I still need a will?
• What is probate?
• Is probate a concern only for those with large estates?
• What is a trust?
• What is a Revocable Living Trust?

Join our team of Estate & Financial Planning professionals for a free, in-person seminar. We will share our expertise on retirement, wills, trusts, and power of attorney and answer your questions about what you can do today to prepare for your future tomorrow.

Who should attend:

• Newly married couples
• New parents
• Those who have real estate or investments
• Those nearing retirement

Products and Services:
Not NCUA Insured • Not a Deposit Product • No Credit Union/Affiliate Guarantee • Not a Condition of Any Credit Union Service • May Lose Value.
Triangle Credit Union is not a client of MMLIS. Triangle Credit Union receives compensation from MML Investors Services (MMLIS) and its affiliates for referring clients to MMLIS and its representatives. As a result, Triangle Credit Union has an incentive to refer clients to MMLIS and its representatives. Click here for compensation details.

Estate Planning information provided by attorney Michael Hatem. The views and opinions expressed are his and are not necessarily those of MML Investors Services, LLC or its subsidiaries.

Co-sponsored by Jackson National. Jackson National is not affiliated with or a subsidiary of MML Investors Services, LLC.

Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC. Supervisory office: 280 Congress Street, Suite 1300, Boston, MA 02210 Tel: 617-439-4389. Triangle Credit Union and Triangle Financial Group are not subsidiaries or affiliates of MML Investors Services, LLC or its affiliated companies.
CRN202804-8546424

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