Chamber Events
Estate Planning 101 (In-person workshop)
Date and Time
Tuesday Oct 28, 2025
5:00 PM - 6:30 PM PDT
Tuesday, October 28, 2025
5:00 p.m. - 6:30 p.m.
in-person workshop
Location
SAFE CU Headquarters
2295 Iron Point Rd. Folsom, CA 95630
Fees/Admission
Free
Estate Planning 101 (In-person worksh...
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
