Estate Planning Webinar with Byron Levy
10/21/2020 12:00 - 1:00 PM via Online WebinarThis webinar will cover techniques for avoiding probate, reducing estate taxes and ensuring your estate is distributed according to your wishes. We will also discuss the following:
- Differences between wills and living trusts
- Powers of attorney
- Advance health care directive
CA Insurance License #0779225
Al came to Provident Credit Union in 2004 and has over 32 years of financial consulting experience helping clients with all phases of retirement planning, Including Long Term Care, College Savings Planning, Investment Planning, and Life Insurance. His experience has been through Great Western Financial, Bank of America, and Charles Schwab.
Al holds a B.A. in Social Science from San Jose State University. He loves his grandchildren (and the rest of his family), all college sports, travel, and reading.
Albert has offices in:
Redwood Shores Branch
San Mateo Branch
Phone: (650) 670-7715
Fax: (650) 801-7103Email