Skip to content

Estate Planning 101 (In-person workshop)

Estate Planning 101 (In-person workshop)

Tuesday, November 4, 2025 (5:00 PM - 6:30 PM) (PST)

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


Register HERE



SAFE CU Headquarters
2295 Iron Point Rd
Folsom, CA 95630 United States
Event Contact
Eli Lopez
Send Email
Tuesday, November 4, 2025 (5:00 PM - 6:30 PM) (PST)
5:00 pm - 6:30 pm
Powered By GrowthZone
Scroll To Top