Financial Education Workshops
Estate Planning 101
Life can be unexpected, but you can be prepared with a plan to protect what matters most. Learn more about estate planning1 and where to start with this introductory webinar.
When: Thursday, July 17, 2025 @ 1 p.m. (MST/Arizona)
Where: Online (Webinar)
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Disclosures
1Estate planning document preparation services are provided by PFG Wills & Trusts Document Preparation. PFG Wills & Trusts operates under the direction and supervision of a Phocus Law estate planning attorney licensed in the states of Arizona and Texas (AZ Bar No. 028285, TX Bar No. 24141408). PFG Wills and Trusts, Phocus Law and TruWest Credit Union are separate entities. Legal Document Preparation Services are not insured by the NCUA and have No Credit Union guarantee.
This is an educational event only. No specific plan or individual information will be discussed and there will be no obligation to enroll.
Investment advisory services offered through PFG Advisors, LLC, a SEC registered investment adviser. Securities offered through Osaic Wealth, Inc., member FINRA/SIPC. Insurance products offered through approved carriers. TruWest Wealth Management Services, TruWest® Credit Union, PFG Advisors, LLC, and Osaic Wealth, Inc. are separately owned entities and are not affiliated companies. Securities, insurance, and advisory offered through Osaic Wealth, Inc., PFG Advisors, LLC or their affiliates are:
Not NCUA Insured | No Credit Union Guarantee | Not Credit Union Deposits or Obligations | May Lose Value
