Date/Time
11/4/2025
5:00 PM - 6:30 PM Pacific
5:00 PM - 6:30 PM Pacific
Event Type(s)
Education
Event 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.
• Living Trust basics
• Will vs. Living Trust
• Probate
Topics Covered:
• Benefits of estate planning• Living Trust basics
• Will vs. Living Trust
• Probate
Location
Setting: In-Person
SAFE Credit Union Headquarters
2295 Iron Point Rd.
Folsom, CA 95630
Click here for Google Maps
SAFE Credit Union Headquarters
2295 Iron Point Rd.
Folsom, CA 95630
Click here for Google Maps
Contact Person
Eli
(phone: (916) 971-2599)
(phone: (916) 971-2599)
Details
Free In-Person Event
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