Unwrapping the Holiday Scam Season
Don’t let scammers steal your holiday spirit! Unwrap the knowledge and tools needed to protect you and your loved ones from holiday scammers.
Attend a free virtual webinar presented by BALANCE and learn how to:
- Identify the red flags
- Utilize safe online shopping techniques
- Take the steps needed if you do become a victim
Tuesday, November 12
10:30 a.m. PT
OR
Thursday, November 21
5:30 p.m. PT
Understanding Living Trusts
One of the most important issues you may face as an investor is how to properly transfer your assets to the people you care about without the inconvenience of probate and estate taxes.
If you are interested in learning how a living trust works, we invite you to attend a seminar hosted by a local expert. Philip M. Flanigan is a well-respected attorney in Fresno with more than 20 years’ experience in the estate planning field who practices exclusively in the area of estate planning, wills and trusts, and probate and estate administration.
This event is facilitated and brought to you by Jason M. Nenadov, Investment Representative. This one-hour seminar will provide you with a basic understanding of how trusts work and the opportunity to get answers to your questions. There is no cost to attend this event, but reservations are required. Please feel free to invite a guest.
Monday, December 2
6 p.m.
EECU Reedley Branch
873 W. North Ave.
Reedley, CA 93654
RSVP: Kristen Kerns - 559-437-7816
Reserve your place today!
Jason M. Nenadov is a registered representative with, and securities and advisory services 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. EECU and EECU Member Investment Services are not registered as a broker-dealer or investment advisor. Registered Representatives of LPL offer products and services using EECU Member Investment Services, and may also be employees of EECU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of EECU or EECU Member Investment Services. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value |
Philip M. Flanigan, EECU Member Investment Services, and LPL Financial are not affiliated.
EECU Member Investment Services and LPL Financial do not provide legal advice or services. Please consult your legal advisor regarding your specific situation.
Customized EECU Workshops
We offer a variety of workshops for students and adults of all ages. EECU provides all the resources for this exciting and educational training program presented to school classrooms, community groups and more. Learn more about our award-winning Wise Up program, our Fun with Money program, our Credit Wise workshop, and more:
