Estate Planning 101

August 10, 2022

12:00 - 12:45PM

Protecting what matters most - join us for an important conversation about the basics of estate planning, starting with an understanding of what an estate plan is and what it does.

This workshop is free, open to everyone and you can easily stream it directly to your computer, smartphone or other device.

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.

Presented by Molly Peters, Sr. Content Manager – Trust & Will