Estate Planning Webinar
Estate Planning Webinar with Byron Levy
10/27/2021 12:00 - 1:00 PM via Online Webinar
This 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
Reserve Your Spot
CA Insurance License #0779225
Al came to Provident Credit Union in 2004 and has over 33 years of financial consulting experience helping clients with all phases of retirement planning including investment strategies for asset accumulation, retirement income planning, and long term care planning. He also provides college savings strategies and legacy planning including life insurance. His experience has been through Great Western Financial, Bank of America, and Charles Schwab.
Al holds a B.A. degree in Social Science from San Jose State University and holds FINRA licenses and California Insurance licenses. He enjoys travel, reading, genealogy, and college sports.
Phone: (650) 670-7715
Fax: (650) 801-7103
Albert has offices in:
Redwood Shores Branch
San Mateo Branch
- 023) These seminars provided by Securities America. Registered Representatives offer securities through Securities America, Inc., member FINRA & SIPC. Advisory services offered through Securities America Advisors, Inc. Provident Credit Union and the Securities America companies are separate entities. Trading instructions sent via email may not be honored. Please contact us at (800) 656-4096 or Securities America at (800) 747-6111. Please be advised that communications regarding trades in your account are for informational purposes only. You should continue to rely on confirmations and statements received from the custodian(s) of your assets. These are not products and services of Provident Credit Union; are not insured by any Federal agency and are subject to investment risks, including possible loss of principal invested.
Not NCUA Insured — No Credit Union Guarantees — May Lose Value
Offices of Securities America are located in certain branches of Provident Credit Union and offer products and services by agreement. These are not products and services of Provident Credit Union; are not insured by any Federal agency and are subject to investment risks, including possible loss of principal invested.