Who needs an Estate Plan

This free webinar focuses on the important topic "Who Needs An Estate Plan?" and is open to all members and their familes.

Attend this no-cost webinar about Estate Plans. Topics covered include:

  • Why you should NOT list your trust as a primary beneficiary
  • Why you need a trust as opposed to a will
  • Selection process of naming a Power of Attorney

Date: June 17, 2021

Time: Noon to 1 pm via Zoom

RSVP to attend this no-cost webinar here

Presented by Tony Delumen, CLTC

MassMutual Northern California
True North Financial Group

Phone: 925-979-2354
Email: Tdelumen@financialguide.com

NOT A BANK OR CREDIT UNION DEPOSIT OR OBLIGATION * NOT FDIC OR NCUA-INSURED * NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY * NOT GUARANTEED BY ANY BANK OR CREDIT UNION MAY GO DOWN IN VALUE
Securities and investment advisory services offered through registered representatives of MML Investors Services, LLC, Member SIPC (www.SIPC.org) OSJ Office: 3003 Oak Road Suite 250 Walnut Creek, CA 94597. (925) 979-2300. SOC7695_Delumen 220 License OD47382

CRN202304-281035