Free event
November 13, 2024
5:30pm PT
November 13, 2024
5:30pm PT
Let’s move beyond traditional gift-giving this holiday season and explore enriching alternatives to our usual celebrations. Thoughtful, creative gifts not only help reduce spending but also make lasting memories. Join us in embracing this opportunity to give with intention this season and enjoy a budget-friendly holiday. Plus, three attendees will be randomly selected to receive a $25 e-gift card!
Reserve your spotOctober 9, 2024
5:30pm PT
No one wants to be a burden to their family, but many find it challenging to adequately prepare their estate and assets in the event of their death or incapacity. With appropriate estate planning, you can provide safeguards for minors, elderly parents, and other beneficiaries if the unexpected occurs. Without a solid plan in place, estates may go through probate court, which can tack on unnecessary time, legal fees, and taxes.1
Please join us as we discuss estate planning basics with Edward R. Cainglit, Attorney at Law at Oak Crest Law Group.2 Key topics will include wills, Advanced Health Directives, Power of Attorney, Grant Deeds, and more.
Watch replayOctober 23, 2024
5:30pm PT
Preparing for the inevitable can be a tough discussion; it’s important to have a thoughtful conversation with your family to discuss how you’d like your final requests honored. Join us, alongside Frank Pollaro, Senior Regional Vice President at Equitable3, as we take a deep dive into the pamphlet “Share Your Love: A Family Discussion Guide” and cover estate planning topics including:
Discussing your wishes with loved ones and communicating properly with your family can help minimize legal fees1, save headaches, and reduce uncertainty while settling your estate.
Watch ReplayChoose from a selection of our past webinars.
1 CFS does not provide tax or legal advice. For such guidance, please consult a tax and/or legal advisor.
2 Neither Edward R. Cainglit nor Oak Crest Law Group is affiliated with Patelco Credit Union or CUSO Financial Services, L.P. (“CFS”). Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Patelco Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
3 Neither Frank Pollaro or Equitable is affiliated with Patelco Credit Union or CUSO Financial Services, L.P. (“CFS”). Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Patelco Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
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