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Free Webinar on Estate Planning
Estate Planning Webinar
Watch the full recording of last month's webinar, either below or on our Cal Coast YouTube Channel, that covers all things Estate Planning. Learn everything you need to know about preparing and protecting your assets and legacy for the future. There's even a special guest speaker from our partner, Trust & Will, that you won't want to miss!
Webinar Date: February 16, 2022 at 12pm
Summary: Join us to discuss the most common questions surrounding estate planning and why it is important to set up a plan that will protect you and your loved ones. Presented by Patrick Hicks, Head of Legal at Trust & Will, topics will include the elements that make up a strong estate plan, the key differences in the most common types of estate planning documents, and how to choose a plan that is the best for your individual needs.
Find out how you can save 15% on Estate Planning by simply being a Cal Coast member1!
1. California Coast Credit Union members will receive a 15% off discount on Estate Planning services including Trusts and Wills. No promo code required, the 15% discount is automatically applied at checkout to the initial purchase of any Will or Trust-based estate plan.
Disclaimer: The tips provided are for informational purposes only and in no way should be relied upon for financial, tax, or legal advice. The information is subject to change without notice. California Coast Credit Union encourages you to do your own due diligence when making decisions regarding your financial management.