Below you will find the replay link of today's live broadcast, HEARD: Your Top Wealth Management Questions, aired on Thursday, February 25, 2021.
Questions: If you have any questions, we’re here to help.
As always, we welcome the opportunity to speak with you, so please contact your
relationship manager or visit www.unionbank.com/HEARD if you would like additional guidance or information.
Investment management services offered by MUFG Union Bank, N.A. in conjunction with its subsidiary, HighMark Capital Management, an SEC-registered investment adviser. Brokerage and investment advisory services offered by UnionBanc Investment Services LLC, an SEC-registered broker-dealer, investment adviser, member FINRA/SIPC, and subsidiary of MUFG Union Bank, N.A. Insurance services offered by UnionBanc Insurance Services, a division of MUFG Union Bank, N.A., California State Insurance License No. 0817733. Insurance and annuities are products of the insurance carriers. Non-deposit investment and insurance products:
Wills, trusts, foundations and wealth planning strategies have legal, tax, accounting and other implications. Consult a legal or tax advisor. Chartered Financial Analyst® is a designation given by the CFA Institute that measures the competence and integrity of financial analysts. CFA Professionals are required to possess a bachelor’s degree, have four years of investment/financial experience and must pass three levels of exams covering areas such as accounting, economics, ethics, money management and security analysis.