It’s never too early to begin working on your will and trust, and we’re here to help. Join us March 15, for our complimentary webinar: Wills, Trusts, & Inheritance Planning. This event is hosted by our partners with Living Trust Educators, and 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.

Register: (TBA)

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.


Session: Tuesday, February 15, 2023
Time: 7:00 p.m. - 8:00 p.m. (PST)

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A Safe Place for Your Money

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