Tuesday Oct 28, 2025
Tuesday, October 28, 2025 SAFE CU Headquarters
2295 Iron Point Rd. Folsom, CA 95630 Free 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.
Estate Planning 101 (In-person workshop)
Date and Time
5:00 PM - 6:30 PM PDT
5:00 p.m. - 6:30 p.m.
in-person workshopLocation
Fees/Admission
Description
Topics Covered
Estate Planning 101 (In-person worksh...
• Benefits of estate planning
• Living Trust basics
• Will vs. Living Trust
• Probate