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Patelco frequently holds educational seminars at various local branches and meeting places as well as on the web. Browse our onsite seminars or webinars below. See one you would be interested in attending? Then let us know you'll be coming by filling out and submitting the short registration form below or contact us at 800.358.8228 ext. 3850.
Understanding Estate Planning & Living Trusts
Spring is a great time to take a fresh look at your finances, including an estate plan and living trust – if you have one already. If you don’t, you’re not alone. For many Americans, an estate plan and living trust can seem complicated and time consuming. Now you can learn about estate planning, understand the difference between trusts and wills, and how to start an action plan to guide your next steps with CFS* Financial Advisor JR Pablo and attorney-speaker Erica S. Cooper**.
**Erica S. Cooper and Brilliant Law Firm, PC are not affiliated with Patelco Credit Union, CUSO Financial Services, L.P. or any of its representatives.
* Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Patelco Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
Insurance products and services are offered through CUSO Financial Services, Inc. ("CFS"). Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are licensed through CFS. The Credit Union has contracted with CFS to make insurance products and services available to credit union members. CFS and its Registered Representatives do not provide tax advice. For such advice, please consult with a qualified tax professional.
CFP and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.