Members Only Seminar: Learn about Wills and Trusts from Orange County's Credit Union (video)

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 Natalie Spiwak, President of Affinity Trusts. The seminar is titled, "Controlling Your Legacy."

The seminar highlights the importance of establishing a plan that avoids family conflict and cost effectively transfers a person's assets upon death and/or incapacity. Click here to view the presentation.

Seminar includes the following:

  • Asset Distribution: Learn about assigning 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 Orange County's Credit Union for their interest and collaboration. Community partnerships make our union even stronger. We look forward to once again holding our “members only” seminars in person at OCEA or at your work location.

In Solidarity,

OCEA Special Events

Publication Date: February 14, 2022