DATE: September 12, 2025
Start Time: 12:00 PM MT
LOCATION: Teams (online event)
Webinar – A Will is Not the Only Way
Join us on September 12th to learn about Estate Planning Basic’s and gain a deeper understanding of the difference between Wills & Trusts. This event is aimed to help provide an overview of what makes up a comprehensive estate plan. Learn about key pitfalls and key benefits of wills and trusts to help you in your estate planning journey.
- Beyond the Last Will & Testament
- What is a Comprehensive Estate Plan
- Learn the benefits of having a Will & Trust
- Open Q & A
Hosted by Members Financial Services & Members Trust Company.
MTC Guest Speaker: Members Trust Company – Vera Feldbusch, VP Wealth Management Consultant
Webinar Link: Join Now
John C. Marek, MBA, AIF®
Financial Professional I MEMBERS Financial Services
Located at Sunward
7412 Jefferson St NE Albuquerque, NM 87109
Phone 505-237-7630
Trust services provided by Members Trust Company, a federal thrift regulated by the Office of the Comptroller of the Currency. Trust and Investment products are not federally insured, are not obligations of or guaranteed by the credit union or any affiliated entity, involve investment risks, including the possible loss of principal. 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.
Vera Feldbusch and Members Trust Company are not affiliated with or endorsed by LPL Financial and MEMBERS Financial Services.
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. Sunward and MEMBERS Financial Services are not registered as a broker-dealer or investment advisor. Registered representatives or LPL offer products and services using MEMBERS Financial Services, and may also be employees of Sunward. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Sunward or MEMBERS Financial 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 Deposit or Obligations | May Lose Value |
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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