Locations

Join Us or Call/Text:
(925) 939-5626
Routing Number: 321178446

WILLS, TRUSTS & INHERITANCE PLANNING SEMINAR

About WILLS, TRUSTS & INHERITANCE PLANNING SEMINAR

This One Hour Seminar, or Webinar, is an Educational Event hosted by our business Partners, Living Trust Educators and CU Plan. You’ll learn whether you need a Trust or a Will, and what is included in a Full Estate Plan. Craig will also present remarkable information about your retirement plan and the massive taxation that will very likely occur without proper planning.

Throughout the Event you’ll be given an email address in order to get more information or even get your family’s plan started. 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: Wednesday, July 31, 2024
Time: 6:00 p.m. - 7:00 p.m. (PST)




Sign up
A Safe Place for Your Money

A Safe Place for Your Money

Find comfort in knowing that deposits at Kaiperm Credit Union are automatically protected up to $1,000,000

Learn more

Skip to content