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Estate planning seminar

Educational Seminars

Living Trusts and Estate Planning

A No-Cost Educational Seminar for members of The Police Credit Union, presented by Affinity Trusts 

Save the date for a free estate planning seminar on Saturday, November 23rd, 2019!

Topics will include:

  • An overview of estate planning
  • Creating a plan to address your priorities, values, and family needs
  • Trusts and inheritances
  • Advance health care directives
  • Self help planning options
 
Estate Planning Seminar Details
Date: Saturday, November 23, 2019
Time: 9:30 a.m - 11:00 a.m. (Session 1)
11:30 a.m. - 1:00 p.m. (Session 2)
Location:  The Police Credit Union, 1250 Grundy Lane, San Bruno, CA 94066
Thank you for your interest in our estate planning seminar! Both sessions have now reached maximum capacity.

Click here to be added to our waitlist


Featured Presenter

Natalie SpiwakNatalie Spiwak
Founder and President, Affinity Trusts

Natalie Spiwak is the Founder and President of Affinity Trusts. She has been educating the community about the importance of protecting and transferring their wealth quickly, privately and cost effectively for almost 15 years. Affinity Trusts proudly serves the estate planning needs of The Police Credit Union members, providing accessible educational seminars and delivering affordable Estate Planning documents (such as Living Trusts, Wills, Powers of Attorney, and Health Care Directives) prepared by experienced attorneys to its members. Natalie is a paralegal with Citadel Law Corporation and Legacy Planning Group. She is also a California Notary Public.