A recording for Perspectives | Can You Trust Your Trustee? hosted Wednesday, June 15, 2022, is now available.
Supported browsers: Chrome, Firefox, Edge
Be sure to mark your calendar for our next Perspectives Webinar on July 20 at 9:00-10:00 a.m. PT. If you are not already receiving our invitations and wealth management articles, you can sign up by visiting unionbank.com/perspectives and clicking "Subscribe to Perspectives".
Investment management services offered by MUFG Union Bank, N.A. in conjunction with its subsidiary, HighMark Capital Management, an SEC-registered investment adviser. Investments employing managed strategies: • Are NOT deposits or other obligations of, or guaranteed by, the Bank or any Bank affiliate • Are NOT insured by the FDIC or by any other federal government agency • Are subject to investment risks, including possible loss of the principal amount invested.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Wills, trusts, foundations, and wealth-planning strategies have legal, tax, accounting, and other implications. Clients should consult a legal or tax advisor. Union Bank does not create estate plans. Estate plans should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in a client's state.