Wichita NAIFA Monthly CE Luncheon

Monthly CE Luncheons are free for all NAIFA members / First-time Guest

➢ $25 at the door for NON-MEMBER

Registration required please email: WichitaNaifa@gmail.com

February Program

Death and Banking: A Helpful Guide for Common Issues

Speaker: Creath Pollak, Minter & Pollak, LC

This presentation will discuss common banking issues that arise with the death or incapacity of a loved one, taking into account powers of attorney (including limits), trust certificates, home loans and ability to remain in the home, and payable on death designations (including limitations).

Financial and insurance advisors are in a unique position to recognize the needs of their clients. Ms. Pollak will provide valuable insights for financial services professionals who want to understand the holistic planning needs of their clients.

• Due on Sale Clauses
• Powers of Attorney
• Trust Certificates
• Payable on Death Contracts

Schedule

11:30 a.m. Registration and networking

11:35 a.m. Lunch served

12:00 - 12:55 p.m. CE presentation

1:00 p.m. Adjourn