Understanding Living Trusts

Location:

455 E. Barstow Ave., Fresno, CA 93710

Date:

Thursday, May 7, 2015 - 6:00pm - 7:00pm

One of the most important issues you may face as an investor is how to properly transfer your assets to the people you care about without the inconvenience of probate and estate taxes.

If you are interested in learning how a living trust works, we invite you to attend a seminar hosted by a local expert.

David Gromis is a well-respected attorney in Fresno with over 20 years experience in the estate planning field who practices exclusively in the area of wills and trusts.

This event is facilitated and brought to you by Bradley C. Towers, Investment Representative.

This one-hour seminar will provide you with a basic understanding of how trusts work and the opportunity to get answers to your questions. There is no cost to attend this event, but reservations are required. Please feel free to invite a guest.

When: Thursday, May 7, 2015 at 6:00 p.m.

Where: Educational Employees Credit Union

455 E. Barstow Ave.

Fresno, CA

RSVP: Iva Goodwin 559-248-8032

Reserve your place today!

Securities and investment advisory services are offered through LPL Financial, LLC, member FINRA/SIPC. Bradley C. Towers is an Investment Representative with and securities offered through LPL Financial. Insurance offered through LPL or its licensed affiliates.

Investments are:

Not NCUSIF insured – May lose value – Not a deposit – Not guaranteed by Educational Employees Credit Union – Not insured by any federal government agency.

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Not Insured by NCUA or Any Other Government Agency

Not Credit Union Guaranteed

Not Credit Union Deposits or Obligations

May Lose Value

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Understanding Living Trusts

One of the most important issues you may face as an investor is how to properly transfer your assets to the people you care about without the inconvenience of probate and estate taxes.

If you are interested in learning how a living trust works, we invite you to attend a seminar hosted by a local expert.

This event is facilitated and brought to you by Bradley C. Towers, Investment Representative.

This one-hour seminar will provide you with a basic understanding of how trusts work and the opportunity to get answers to your questions. There is no cost to attend this event, but reservations are required. Please feel free to invite a guest.

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