Wills, Living Trust and Legacy Planning Workshop & Dinner

About Wills, Living Trust and Legacy Planning Workshop & Dinner

You’re invited to a day of fine food and education with Legacy Planning Media Educator, Craig Nelson, who will present a comprehensive trust planning workshop.

CU Plan, with Living Trust Educators is a Registered, Bonded and Certified Legal Document Education corporation that has offered Estate Planning Help and Services to credit union members throughout California since 1986. Founder and Media Educator, Craig Nelson, is the host, while Samra Nelson is the President and Director of Living Trust Educators, who delivers the Full Estate Plans to Members.


Details:

Session 1: Tuesday, September 13, 2022
Time: 06:00 p.m. - 07:00 p.m. (PST)



Sign up
A Safe Place for Your Money

A Safe Place for Your Money

Kaiperm members can find comfort in knowing that no matter the size of your deposit, every dollar is safe, secure and 100% insured by the NCUA, up to $250,000. We're here to keep your assets safe as they grow.

Join Us Now

Skip to content