Learn how to plan for the future in a workshop with a Wills & Trusts specialist.
October 21, 2025
5:00 p.m. – 6:00 p.m.
Whether you've already created a trust or are just beginning your estate planning journey, this session will guide you through the critical next steps, including how to fund your trust, retitle assets, and review your plan annually to ensure a smooth transfer of your legacy.
November 4, 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.
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.
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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.
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