Legacy Lunch & Learn

Join CDI at Chief Financial Credit Union for a relaxed lunch & learn on estate planning — learn how to protect your family & assets!
About this Event

We'll dive into the essentials of estate planning and explore practical ways to safeguard your family and assets. Topics will include:

• Appointing guardians for minors
• Understanding trusts
• Medical and durable powers of attorney
• Wills
• So Much More

Whether you're just starting your planning journey or looking to update an existing plan, this session will give you the clarity and confidence to secure your legacy.

Space is limited

Come hungry and curious and we'll handle the rest!