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.
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: Wednesday, October 12, 2022
Time: 7:00pm (PST)
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.