Estate Planning Basics

Kids are spending more time online than ever, creating new opportunities for fraud and scams. Join Mark Southon, Patelco’s Vice President of Fraud Prevention & Card Operations, to explore the risks young people may encounter online and how caregivers can help them build safer digital habits.

What you’ll learn:

• How today’s digital landscape can expose youth to fraud and scams
• What information is – and isn’t – safe for kids to share online and how parental controls and other safeguards can support safer online activity
• Ways to start age-appropriate conversations about scams, privacy, and digital responsibility

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.