Estate Planning 101 (In-person workshop)
Estate Planning 101 (In-person workshop)
Tuesday, October 28, 2025 (5:00 PM - 6:30 PM) (PDT)
Description
An estate plan ensures your personal belongings and assets go to the people you care about most. In many instances, a will might not be enough. Join SAFE’s Financial Wellness Team with our esteemed partner, Attorney Ed Fong, to understand how an estate plan can work in conjunction with a living trust to protect you and your loved ones during and beyond your lifetime.
Topics Covered:
• Benefits of estate planning
• Living Trust basics
• Will vs. Living Trust
• Probate

SAFE CU Headquarters
2295 Iron Point Rd
Folsom, CA 95630 United States
2295 Iron Point Rd
Folsom, CA 95630 United States
Tuesday, October 28, 2025 (5:00 PM - 6:30 PM)
(PDT)
5:00- pm- 6:30 pm
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