Learn how to plan for the future in a workshop with a Wills & Trusts specialist.
November 18, 2025
5:00 p.m. – 6:00 p.m.
Whether you're just starting your estate planning journey or looking to refine your existing plan, this session offers practical insights, live polls, and a supportive environment to ask questions and get personalized guidance.
December 2, 2025
5:00 p.m. – 6:00 p.m.
An informative conversation on planning your legacy with clarity and confidence. We'll walk you through key strategies and practical steps to help protect your assets, prepare for life’s transitions and avoid common roadblocks.
Learn how to pick a Medicare plan that matches your needs in one of our free, educational workshops!
Join a complimentary workshop to learn the latest strategies to help invest, protect and grow your money.
Connect with us below or learn more about our services first.
Disclosures
Wills and Trusts:
Document preparation services are offered through Desert Financial Credit Union; an Arizona Supreme Court Certified Legal Document Preparation Business Entity (CLDP #81024). Legal document preparation services are not insured by the NCUA, have no credit union guarantee and do not provide legal advice.
Contact
Locations
Rates
