Description
DESCRIPTION
Are you prepared for the future? Join us for an enlightening webinar on estate planning, where we'll guide you through the essential steps to protect your assets and ensure your wishes are honored.
What You'll Learn:
1. Basics of Estate Planning: Understand the fundamental components of estate planning, including wills, trusts, and powers of attorney. Learn how these tools work together to secure your financial future.
2. Creating a Comprehensive Will: Discover the critical elements of a well-crafted will and how it can safeguard your estate and provide clarity for your loved ones.
3. Trusts Explained: Explore the different types of trusts-revocable, irrevocable, and special needs and find out which might be best suited for your unique situation.
4. Tax Implications: Get an overview of potential tax consequences and strategies to minimize estate and inheritance taxes, ensuring more of your wealth goes to your beneficiaries.
5. Healthcare Directives: Learn about the importance of healthcare proxies and living wills in making sure your medical wishes are respected.
6. Planning for Incapacity: Prepare for unexpected situations by understanding how to plan for incapacity and ensure your financial and personal affairs are handled according to your wishes.
Who Should Attend:
This webinar is ideal for individuals and families looking to understand and enhance their estate planning strategies. Whether you're just beginning to plan or seeking to update your current estate plan, this session will provide valuable insights and practical advice.
Speaker
- Dawn Handler, CFP®, Vice President, Senior Fiduciary Officer, Members Trust Company
Dawn joined Members Trust Company in 2019. She is a Certified Financial Planner™ professional with over 25 years of experience in trust/estate administration and wealth management
*For a comprehensive review of your personal situation, always consult your tax and/or legal advisor. Neither Cetera Investment Services LLC nor any of its affiliates offer tax or legal service
Date and Time
Thu, May 14, 2026
4:00p - 5:00p PST
Location
On Zoom - you will be sent the link once you have registered
1702 E Highland Ave., Suite 204, Phoenix, AZ 85016 6,63,7,26,24,51,65
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
Copyright 2026 FMG Suite.
Cetera Investors is a marketing name of Cetera Investment Services. Securities and Insurance Products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA (http://www.finra.org)/SIPC (https://www.sipc.org). Advisory services are offered through Cetera Investment Advisers LLC. CA Insurance License# 0F75046
Registered Branch: 605 E. Huntington Dr. Ste 203, Monrovia, CA 91016. (626) 408-1333.
This site is published for residents of the United States only. Registered Representatives of Cetera Investment Services LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the representative(s) listed on the site, visit the Cetera Investment Services LLC site at ceterainvestmentservices.com
(https://ceterainvestmentservices.com)
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Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.