I'm hoping you will join us...

What: 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. You will learn the following...

• Basics of Estate Planning
• Creating a Comprehensive Will
• Trusts Explained
• Tax Implications
• Healthcare Directives
• Planning for Incapacity
• The Role of Trustees and Executors

Speaker: Dawn Handler joined Members Trust Company in 2019. She is a Certified Financial Planner^TM professional with over 25 years of experience in trust/estate administration and wealth management. She advises on and administers MTC’s fiduciary risk management program.
Dawn also provides fiduciary oversight and support to trust officers and financial advisors, primarily in the Western and Northwestern regions of the United States. Dawn is a member of MTC’s Special Needs Trust Administration Committee, and a member of the Women’s Estate Planning Council of Denver.

*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