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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


Register HERE


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