Estate Planning Seminar
Living Trusts & Estate Planning. Tips you can start
implementing today!
Save yourself time and money by attending our free estate
planning workshop and walk away knowing:
- What is estate planning?
- How can it save you money and achieve your
goals?
- What stage of your life is estate planning
needed?
- What 4 estate planning documents are a must-have?
Get informed, educated and your questions answered. Space is
limited, RSVP today!
PRESENTED BY:
David J.Brazgel
Estate Attorney
The Mlnarik Law Group, Inc
HOSTED BY:
Trevor Johnson
Sr. Financial Advisor
DATE:
Tuesday, December 5, 2017
6:00 p.m. – 8:00 p.m.
LOCATION:
2010 N. 1st Street (Corporate Office/Learning Center 4th Floor)
San Jose, CA 95131
First Name:*
Last Name:*
Email Address:*
Total Number Attending:*
How did you hear about this event:
Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFGIS Insurance Agency), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with Technology Credit Union. Investments are: ● Not FDIC/NCUSIF insured ● May lose value ● Not financial institution guaranteed ● Not a deposit ● Not insured by any federal government agency. FINRA Registered Branch: 2010 N. First Street, Suite 500, San Jose, CA 95131 ● 800-851-8549