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:

Reserve Your Spot

Albert Conover

FINRA

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:

  • Belmont Branch

  • Redwood Shores Branch

  • San Mateo Branch

Email

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