Trojan Wealth: Insurance 101

February 7, 2025 12:00 - 13:00 PST

Join Jimmy Suh, Trojan Wealth Management Financial Advisor, to learn how to ensure your insurance and beneficiary designations provide the protection your loved ones deserve.

What You Will Learn

  • The key benefits of life insurance and how it safeguards your family's future.
  • Common beneficiary mistakes in life insurance policies and how to avoid them.
  • Steps to review and update beneficiaries across all your accounts effectively.

Register Now!

Investment advisory services offered through PFG Advisors, LLC, a SEC registered investment adviser. Securities offered through Osaic Wealth, Inc., member FINRA/SIPC. Insurance products offered through approved carriers. USC Credit Union, PFG Advisors, LLC, and Osaic Wealth, Inc. are separately owned entities and are not affiliated companies.

Not FDIC/NCUA insured | No Financial Institution Guarantee | May Lose Value