Our “Knowledge to Plan Webinars” are designed to provide you with a better understanding of issues that impact your financial well being and security. Enhanced knowledge and understanding will lead to better financial decisions and help you avoid costly mistakes. Our Webinars are presented by experienced professionals including attorneys and investment professionals who have been awarded the prestigious CFA designation. At each Webinar, you will be given the opportunity to raise questions, and to request a personal follow up appointment or call from one of our experienced trust and investment officers.

Wise Choices with Social Security Planning
Presented By: Tamara Kidd, JD – Vice President & Senior Trust Officer, Members Trust Company, FSB
Next Presentation: Monday, November 5th @ 5:00 pm EST Click here to register

Trusteed IRA…Combining the Benefits of an IRA with the Flexibility of a Trust
Presented By: Tamara Kidd, JD – Vice President & Senior Trust Officer, Members Trust Company, FSB
Next Presentation: Tuesday, November 13th @ 5:00 pm EST Click here to register

ETF Portfolio Advantage…Lower Cost & Tax Efficiency
Presented By: John Largent, CFA, CFP, CAP – Chief Investment Strategist, Members Trust Company, FSB
Next Presentation:  December 2018

Senior Protection…Avoiding Elder Financial Abuse
Presented By: Anne Baldy, JD – Trust Administration Officer, Members Trust Company, FSB
Next Presentation: Monday, November 19th @ 5:00 pm EST Click here to register

Do you need a Revocable Living Trust?
Presented By: Andrea Valdez Brandon, JD – Vice President, Trust & Investments, Members Trust Company, FSB
Next Presentation: Friday, November 30th @ 1:00 pm EST  Click here to register