Wealth Planning Review: 10 Questions to Ask Now
Please join us on Wednesday, December 2 at 9:00 a.m. to hear our special presentation titled Wealth Planning Review: 10 Questions to Ask Now. During this informative call, we will discuss why the end of the year presents an excellent time to review your financial plan, and evaluate whether there are gaps that could open you and your wealth up to unnecessary risk.
We welcome you to share this invitation with family members, colleagues and friends who would enjoy hearing from our experts.
Register Now
Will you be joining the discussion?
Registered attendees will receive a link to attend the presentation via WebEx.
Event Details
Event Date: Wednesday, December 2, 2020 Event Time: 9:00 a.m. - 10:00 a.m., Pacific Time
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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 our website if you would like additional guidance or information.
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.
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 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.
Wills, trusts, foundations, and wealth-planning strategies have legal, tax, accounting, and other implications. Clients should consult a legal or tax advisor.