Members Trust Vice President of Trusts and Investments Andrea Valdez Brandon joins us on the program to discuss how credit unions can leverage financial and estate planning for their members, including a few best practices, as well. Check it out and let us know your thoughts.
Mike Lawson, Host
Married to a beautiful and wonderful wife, raising 5 kiddos (including twins!), enjoy helping others tell their stories, and love surfing SoCal waves. Keep it simple.