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NCRGEA Lunch and Learn Webinar: November

November 8 @ 12:30 pm – 1:30 pm

Free virtual webinar Lunch & Learn Series: “Estate Planning.” 

Our speakers will be Katie Kerns and Blake Agnew, District Managers from the Financial Advisory Services group of State Employees’ Credit Union (SECU). This webinar will discuss general estate planning topics, including:

  • Wills
  • Trusts
  • Powers of attorney
  • Advance health care directives
  • Estate planning and trust services offered to members by SECU through Members Trust Company

Trust Services offered through Members Trust Company, a federal thrift regulated by the Office of the Comptroller of the Currency. Trust products are not credit union deposits, are not insured by the NCUA or any other federal government agency, are not obligations of or guaranteed by the credit union, Members Trust Company or any affiliated entity, and involve investment risks, including the possible loss of principal.

Registration by Friday | November 3 is required for this FREE event.  Space is limited so please register soon. INVITE A FRIEND! You will receive the Zoom link by email on Monday, November 6 and you don’t need a computer to participate! Join the session using either the Zoom link, or the Zoom long distance phone number provided. If you have any questions, please email or phone 919.834.4652 or 1 800 356 1190.

*This session will not be recorded at the request of our presenters with SECU*

Previous NCRGEA 2023 Lunch and Learn Series recordings can be found on the NCRGEA YouTube channel

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