TopLine Investment Services Events

Estate Planning

Virtual

May 13, 2021 - 6:00 PM

Without proper planning, you may not be able to protect your assets from the effects of estate taxes and probate.

Check the background of this investment professional/firm on FINRA's BrokerCheck.

Investments Disclosure

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC).

Insurance products are offered through LPL or its licensed affiliates. TopLine Federal Credit Union and TopLine Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using TopLine Investment Services, and may also be employees of TopLine Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, TopLine Federal Credit Union or TopLine Investment Services. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency	Not Credit Union Deposits or Obligations
Not Credit Union Guaranteed	May Lose Value

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AR, AZ, CA, CO, FL, HI, IA, IL, KS, MI, MN, MT, NC, ND, NE, NH, NM, NY, OR, PA, SC, SD, TX, WA, WI.