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This free seminar will provide helpful information for those preparing to transfer assets to others or those just beginning to plan.
This will be an in-person seminar. It will also be simulcast on Zoom.
To register, please contact Lynn Neal at the following:
Check the background of these investment professionals on FINRA’s BrokerCheck.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
BCT-Bank of Charles Town provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information. 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. Bank of Charles Town and BCT Investments are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using BCT Investments, and may also be employees of Bank of Charles Town. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Bank of Charles Town or BCT Investments. Securities and insurance offered through LPL or its affiliates are: