Growing Up Online: Protecting Kids from Fraud

Estate planning isn’t just for the ultra-wealthy; it’s about making sure your wishes, assets, and loved ones are protected. Join Edward R. Cainglit, Esq., Attorney at Law with Oak Crest Law Group¹, for an approachable look at the fundamentals of estate planning, including wills, trusts, probate, and the important documents that can help you prepare for the unexpected.

What You’ll Learn:

• The basics of estate planning and who can benefit from having a plan
• Key differences between wills and trusts and how each can affect your estate
• How proper planning can help protect your wishes, assets, and loved ones
• Common estate planning mistakes and how to keep your plan complete and up to date

BONUS: 3 attendees will be selected at random for a $25 e-gift card.

This session explores the core money personalities and how each one can shape the way we respond to financial stressors, temptations, and choices. We’ll look at why certain money situations can spark strong reactions, why some habits feel natural while others feel difficult, and how understanding your personality can help you make clearer, more confident financial choices.

What we’ll cover

• How your money personality influences your spending, saving, and decision making
• The emotional triggers that activate each personality (and how to manage them)
• Mindset shifts to balance your dominant personality type and make more intentional choices

Your Patelco membership comes with more than everyday banking – it gives you access to tools, guidance, and perks designed to help you save money, feel more confident, and make smarter financial choices.

What You’ll Learn

• How to use Patelco tools and guidance to save more and feel more confident about your money
• Online banking features that can make everyday money management easier and help you stay on top of your finances
• Member-only perks, discounts, and benefits

Financial wellness isn’t built on one habit, it’s built on maintaining a healthy balance. In this webinar, you’ll meet Patelco’s Enterprise Certified Financial Specialists as they walk through the four pillars of financial health: spending wisely, saving intentionally, borrowing responsibly, and planning proactively. Each specialist will share practical guidance for strengthening their pillar, helping you understand how these areas work together to support long-term financial stability.