Protect what matters most—your family, your legacy, and your peace of mind.

Estate planning doesn’t have to be complicated or overwhelming. In this informative webinar, you’ll learn the
fundamentals of estate planning with a clear, practical focus on wills and trusts—what they are, how they work, and
when you need them.

Whether you’re just getting started or want to make sure your current plan is on the right track, this session will give
you the confidence to make informed decisions about your future.

What You'll Learn 

• The difference between a will and trust- and why it matters
• What happens if you don't have an estate plan in place
• How to protect your assets and provide for your loved ones
• Common estate planning mistakes (and how to avoid them)
• When to consider updating or creating your estate plan

Who Should Attend

• Individuals and families looking to get organized
• Homeowners and parents at any stage of life
• Those in need of a Trustee or Personal Representative (you currently don't have someone you can name)

When

• May 14th 4pm to 5pm PST
• Hosted on Zoom (you will be sent the Zoom link once you register)

Speakers:

Courtney Witz, Wealth Management Consultant, Members Trust Company

Stu Johnson, CFP®, ChFC®, Vice President and Branch Manager, Cetera Investors

The above mentioned professional Courtney Witz is not affiliated or registered with Cetera Investment
Services. Any information provided by these individuals is provided entirely on behalf of themselves and
their respective firms and are not related to Cetera Investment Services or its registered representatives.