Kinecta Wealth Management - Workshops
Living Trusts & Estate Planning
Guest Speaker: Natalie Spiwak - President, Affinity Trusts
Thursday, February 20, 6:30-8pm, Kinecta - Goleta Branch
Kinecta Wealth Management does not provide legal advice or services. The views and content do not reflect Kinecta Federal Credit Union’s view and does not endorse Affinity Trusts, Legacy Planning Group P.C. and Citadel Law Corporation. Please consult your legal advisor regarding your specific situation.
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. Kinecta Federal Credit Union and Kinecta Wealth Management are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name Kinecta Wealth Management, and may also be employees of Kinecta Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Kinecta Federal Credit Union or Kinecta Wealth Management. Securities and insurance offered through LPL or its affiliates are:
|Not Insured by NCUA or Any Other Government Agency||No Credit Union Guarantee||Not Credit Union Deposits or Obligations||May Lose Value|