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The State of Your Estate: Learning Estate Planning Basics - SAFE Credit Union Community Webinar
Name:
The State of Your Estate: Learning Estate Planning Basics - SAFE Credit Union Community Webinar
Date:
June 16, 2021
Time:
9:00 AM - 10:00 AM PDT
SAFE Credit Union Financial Education Specialists (Jason Fonseca, Gina Richardson)
Event Description:
SAFE Credit Union's Financial Education team presents a financial wellness workshop for our community members on estate planning basics!
At this informative session attendees will learn:
• Why a Living Trust is so important for homeowners;
• What is the difference between a Living Trust and a Will;
• How to avoid the costly, public and time consuming probate process;
• How to plan for incapacity, protect your family and your assets.
• How to safeguard minor children and special needs dependents.
VIRTUAL EVENT - ZOOM REGISTRATION LINK
https://safecu.zoom.us/webinar/register/6416197259485/WN_oBPTDkFBTHmFzNxzvRNwxA
At this informative session attendees will learn:
• Why a Living Trust is so important for homeowners;
• What is the difference between a Living Trust and a Will;
• How to avoid the costly, public and time consuming probate process;
• How to plan for incapacity, protect your family and your assets.
• How to safeguard minor children and special needs dependents.
VIRTUAL EVENT - ZOOM REGISTRATION LINK
https://safecu.zoom.us/webinar/register/6416197259485/WN_oBPTDkFBTHmFzNxzvRNwxA
Event Media:
.PNG)
