A Will is Not the Only Way

JR Schultz

Navy Federal Investment Services Financial Advisor

JR has worked in the financial services industry since 2017, joining NFIS in 2018. As a dedicated financial advisor, his specialty encompasses risk management, insurance, retirement planning, and tax efficient investment planning.

JR holds BSBA degree in Finance from The University of West Florida.

COVR - Life Insurance Trust & Will Webinar RSVP

07 May

A Will is Not the Only Way

Description

Join the Northeast Team of Financial Advisors along with our partners at Members Trust Company for a discussion on Estate Planning.

Topics will include:

What is a Will?
What is a Trust?
Challenges in Estate Planning

RSVP

Date and Time

Thu, May 07, 2026

5:30p - 6:30p EST

Description

Date and Time

Location

Virtual

Event Registration

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