Looking for information on trusts and estate planning? The last of a three-part webinar series will be presented in October by CEFCU’s trusted partner, Members Trust Company.

The 20-minute webinar, “Planning for a Loved One with Special Needs,” is scheduled October 11, 2022, at 12 p.m. and 2 p.m. CT. The discussion will focus on how special needs trusts can provide your loved one with financial assistance, while protecting their eligibility for government benefits. A question and answer session will follow the presentation.

Sign up for the webinars today! Webinar dates and times are:

For more information visit memberstrust.com.

CEFCU’s Wealth Management team partners with MTC, and together they offer a wide variety of financial services — from comprehensive financial planning to trust and estate planning. MTC, founded in 1987, is the first national trust and investment firm owned by and for America’s Credit Unions.

CEFCU Wealth Management is a marketing name used by CEFCU. Trust services are provided by Members® Trust Company, a federal thrift regulated by the Office of the Comptroller of the Currency. Trust and investment products are not deposits of or guaranteed by the trust company, a credit union or credit union affiliate, are not insured or guaranteed by the NCUA, FDIC or any other governmental agency, and are subject to investment risks, including possible loss of the principal amount invested. This is for informational purposes only and is not intended to provide legal or tax advice regarding your situation. For legal or tax advice, please consult your attorney and/or accountant. Any opinions expressed are those of the presenter and do not necessarily reflect the position of Members Trust Company.