Exclusive Wills and Trust Seminar from Orange County's Credit Union

Dear OCEA member, 

One of OCEA’s most popular seminar topics – Wills and Trusts - is back in a virtual format brought to you by Orange County’s Credit Union (OCCU) and presented by Affinity Trusts. The seminar is titled, "Controlling Your Legacy."

Affinity Trusts President Natalie Spiwak is the presenter. She believes in the importance of establishing a plan that avoids family conflict and cost-effectively administers assets upon death and/or incapacity. Click here to view the presentation.

Ms. Spiwak discusses the following:

  • Asset Distribution: Learn about designating beneficiaries and establishing a living trust to avoid lengthy court proceedings
  • Caring for Minors: Nominate guardians and make provisions for children or grandchildren
  • Medical Decisions: Empower the right person to manage your finances and make decisions in case of the unexpected

We want to thank our friends at OCCU for their interest and collaboration. Community partnerships make our union even stronger. We all look forward to the time we can once again hold our “members only” seminars in person at OCEA or at your work location.

In Solidarity,

OCEA Special Events

Publication Date: September 10, 2021