Complimentary Webinar with Tonny Delumen

About Complimentary Webinar with Tonny Delumen

The Ultimate Gift, Legacy Planning.

Kaiperm is working with Tony Delumen, a financial planner with MassMutual Northern California, to assist our members in protecting their assets and savings and understand the laws in place designed to shield your assets in the case of a civil lawsuit, divorce, or bankruptcy.

PRESENTATION:
WHO NEEDS AN ESTATE PLAN?

  • What is estate planning?
  • What are some of the tools used in estate planning?
  • Estate tax fundamentals — what you need to know
  • Estate planning strategies
  • Gift tax fundamentals –- what you need to know

Details:

Session: Thursday, December 8, 2022
Time: 12:00pm (PST)



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A Safe Place for Your Money

A Safe Place for Your Money

Kaiperm members can find comfort in knowing that no matter the size of your deposit, every dollar is safe, secure and 100% insured by the NCUA, up to $250,000. We're here to keep your assets safe as they grow.

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