Developing my estate plan

Trusts and estate planning |

Webinar one of an eleven week series

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In this webinar, you'll learn the basics of estate planning and where to begin the process. 

Presented by:

Joel Dendiu
Attorney
Mishawaka Law

Hosted by:

Chad Campbell
Financial Consultant
Everence® Financial

Disclosure

Securities offered through ProEquities Inc., a registered broker-dealer, member FINRA and SIPC. Investments and other products are not NCUA or otherwise federally insured, may involve loss of principal and have no credit union guarantee.

Products and services offered through Everence Trust Company and other Everence entities are independent of and are not guaranteed or endorsed by ProEquities, Inc., or its affiliates.

Chad Campbell, CFP® is licensed to discuss and/or offer financial services and/or products to residents of AL, AZ, CA, DE, FL, GA, IA, IL, IN, KS, KY, ME, MI, MO, MS, MT, NH, NJ, NY, OH, OR, PA, SD, TN, TX, VA, WI and WV.

Certified Financial Planner Board of Standards, Inc. owns the CFP® marks in the U.S.