Let's Get Financial!

August SAFE Credit Union In-Person Workshop: Estate Planning 101

An estate plan ensures your personal belongings and assets go to the people you care about most. In many instances, a will might not be enough. Join SAFE’s Financial Wellness Team with our esteemed partner, Attorney Ed Fong, to understand how an estate plan can work in conjunction with a living trust to protect you and your loved ones during and beyond your lifetime.

Topics Covered

• Benefits of estate planning
• Living Trust basics
• Will vs. Living Trust
• Probate

📌 What: 1 Hour In-Person Workshop

📅 Date: Tuesday, August 18th, 2026

⏰ Time: 5:00 PM - 6:30 PM

📍 Location: SAFE CU Headquarters — 2295 Iron Point Rd, Folsom, CA 95630

🔗 Link: Register Here!