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Personal

 

Trust, Will and Estate Planning Review

You are cordially invited to learn about Trusts, Wills, and Estate Planning with Power Investment Services, available through LPL Financial.* We have three events featuring the expertise of two different trusted financial professionals.

Join us at The Sheridan Branch on Thursday, May 16 between the hours of 9:00 AM – 4:30 PM for your Trust, Will and Estate Planning Review. You’ll be able to schedule time with Trey E. Miller, from the Law Office of Miller and Miller, P.A.** Reserve your time slot by May 9th.

Join us at The Sheridan Branch on Thursday, May 16 at 6:00 PM for a Trust, Will & Estate Planning Q&A Session featuring Trey E. Miller, from the Law Office of Miller and Miller, P.A.** RSVP by May 9th. 

Join us at Total Wine in Kendall on Monday, June 3 at 6:00 PM for a Trust, Will & Estate Planning Seminar featuring Attorney Sheryl J. Manning P.L.** RSVP by May 27th.

Please reserve your time slot for the Review or RSVP for our Q&A Session or Seminar by calling 954.538.6244 or emailing investments@powerfi.org.

All attendees for Total Wine in Kendall must be 21 or older. 

 


*Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Power Financial Credit Union and Power Investment Services are not registered broker/dealers and are not affiliated with LPL Financial. The investment products sold through LPL Financial are not insured Power Financial Credit Union deposits and are not NCUA insured. These products are not obligations of Power Financial Credit Union and are not endorsed, recommended or guaranteed by Power Financial Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. **Sheryl J. Manning is not affiliated with Power Financial Credit Union, Power Investment Services (available through LPL Financial), or its associates.