Basics of Estate Planning Webinar

A comprehensive financial strategy should include planning for the unexpected. Learn more about steps that you can take to ensure that your legacy is passed on to your beneficiaries effectively and efficiently in this complimentary workshop.

Presented by Jeff Petronack, Wealth Advisor - CFP®, RICP®

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This presentation was created for educational and informational purposes only and is not intended as tax or legal advice.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Wings Financial Credit Union and Wings Financial Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Wings Financial Advisors, and may also be employees of Wings Financial Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Wings Financial Credit Union and Wings Financial Advisors. Securities and insurance offered through LPL or its affiliates are:

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