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WESCOM Estate Planning

  • Wednesday, April 13, 2022
  • 10:00 AM - 11:00 AM
  • Zoom

Registration


Registration is closed



Plan for Your Financial Future

Do you have a financial plan in place in the event your income suddenly stops or in your untimely death? Don't worry — Wescom Financial Services (WFS) and Affinity Trusts invite you to a complimentary seminar to help prepare you for your financial future:


At This Seminar You Will Learn:

What a revocable living trust is and how it is different from a will

How much you will pay to transfer your assets to your heirs

Investment strategies provided by the Financial Advisor to assist with estate planning


ZOOM Info

Zoom offers three alternative ways to view the program: 

  1. From your smartphone device, laptop or desktop, or zoom app

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2. From their website

  • https://zoom.us/
  • Click "Join Meeting"
  • Enter Meeting ID:  982 9248 4182
  • Enter Password: estate

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3. By dialing in by phone

  • Meeting ID: 982 9248 4182
  • No participant ID (just hit #)
  • Passcode: 718213


Dial by your location

        +1 213 338 8477 US (Los Angeles)

        +1 669 219 2599 US (San Jose)

        +1 720 928 9299 US (Denver)

        +1 971 247 1195 US (Portland)

        +1 253 215 8782 US (Tacoma)

        +1 346 248 7799 US (Houston)

        +1 602 753 0140 US (Phoenix)

        +1 301 715 8592 US (Washington DC)

        +1 312 626 6799 US (Chicago)

        +1 470 250 9358 US (Atlanta)

        +1 646 558 8656 US (New York)

        +1 651 372 8299 US (Minnesota)

        +1 786 635 1003 US (Miami)

Meeting ID: 982 9248 4182

Passcode: 718213


Questions: Email Ayesha Dixon, adixon@errc.ucla.edu   

Email the Retirees Association at UCLARA@ucla.edu

Or phone the UCLA Emeriti/Retirees Relations Center at 310-825-7456

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