Upcoming Seminars
Living Trusts and Estate Planning Webinar
Natalie Spiwak, Founder and President of Affinity Trusts will be presenting on the importance of protecting and transferring wealth quickly, privately, and cost effectively.
Topics will include an overview of estate planning, living trusts, wills, powers of attorney, health care directives, and creating a plan to address your priorities and family needs.
Date: Wednesday, May 28, 2025
Session 1: 1:00 p.m. PST
Session 2: 5:00 p.m. PST
Location: Zoom (Online)
Previous Seminars
-
Get to Know the Social Security Rules for Retirement
Presented by Lee Superville from TruStage™ Annuities
- July 18, 2024
-
The Road to Retirement
Presented by Lee Superville from TruStage™ Annuities
- July 23, 2024
-
Build Your Budget
Co-hosted by GreenPath Financial Wellness
- April 10, 2025
-
Holiday Budgeting
Co-hosted by GreenPath Financial Wellness
- November 19, 2024
-
Home Buying: What You Need to Know
Presented by The Police Credit Union
- April 24, 2024
-
Home Buyer Workshop
Co-hosted by GreenPath Financial Wellness
- June 6, 2023
- May 19, 2022
-
Home Buying Playbook: Buying a Home in a Tough Market
Presented by The Police Credit Union
- May 14, 2025
-
Housing Options to Move Forward in the New Year
Co-hosted by GreenPath Financial Wellness
- February 9, 2022
-
Living Trust and Estate Planning Webinars
- October 16, 2024
- August 6, 2024
- March 14, 2024
- November 2, 2023
- August 2, 2023
- March 9, 2023
- November 3, 2022
- July 7, 2022
- March 10, 2022
- December 1, 2021
-
Options For Dealing With Debt
Co-hosted by GreenPath Financial Wellness
- February 29, 2024
-
Understanding Your Credit Report and Score
Co-hosted by GreenPath Financial Wellnesss
- August 27, 2024
- September 27, 2023
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