Your financial wellness is our #1 priority. Learn how to secure your family's financial future.
We have partnered with Trust & Will to host a LIVE Estate Planning 101 Webinar on August 4th at 3:00 PM PT. The webinar is being presented by Craig Parker, Assistant General Counsel at Trust & Will.
Join us to learn the essentials of estate planning, why it matters, and how you can protect yourself and your loved ones. During the webinar you'll discover:
☑ Why Estate Planning Matters – It's more than just a Will; it's about protecting what matters most.
☑ Wills vs. Trusts – Understand the key differences and what's right for you.
☑ How to Get Started – Steps to create a legally binding estate plan.
☑ Protecting Your Legacy – Ensure your assets are distributed according to your wishes.
Once you register, you'll receive a link to access the webinar on August 4th.
Don't miss this opportunity to ask questions, gain expert insights, and take control of your financial future. Life is full of unexpected moments–planning ahead ensures you're ready for them.
Exclusive Member Discount
As an AltaOne Federal Credit Union member, you get exclusive savings of 20% off any estate plan through Love My Credit Union Rewards—making it easier than ever to secure your future.
We look forward to seeing you at the webinar!