Free Wills, Living Trusts & Legacy Planning Workshop and Dinner!
Rochelle Kirchner , CEO of Sequoia Federal Credit Union , cordially
invites you to attend an evening of education with Legacy Planning
and Media Educator Craig Nelson. Dinner will be provided.

This workshop is chalked full of great information and tips to help you plan
for and protect your family's future. You'll also learn Individual Retirement Account (I.R.A.) planning concepts, taught by Craig, that could save
your family thousands in taxation!      
Your Free Dinner and Workshop will be held at
The Van's Restaurant
815 Belmont Ave., Belmont, CA
Craig Nelson is a Legacy Planning Media Educator and CEO of CU Plan, which empowers people to make sure their estates are in the hands of their loved ones and not at the mercy of probate courts.

According to Craig, if you have an I.R.A., 401(k), 403(b), 457 or any tax deferred retirement plan or pension, and if you're 45 years of age or older, and want to learn how these important "tools" can help protect and provide for your family, both now and in the future, plan to bring your spouse, a friend or family member age 45 or older to one of or workshops and dinners!
This workshop includes a special media presentation of Legal Expert, Author, and National Speaker, Danielle Mayoras, presenting her guide to Living Trusts.

According to Danielle Mayoras, television personality and co-author of the book Trial & Heirs, Famous Fortune Fights!— 70% of Americans do not even have a Will! Regarding Trusts, she's also said "Joint Tenancy is the worst form of Title, even though many people use it in order to avoid probate."

Find out how you can improve your situation at this workshop!   
This event is not for the solicitation of any legal, financial, insurance, tax, or other professional products or services. The legal and retirement solutions presented during our event may or may not include term life insurance, fixed, or fixed indexed annuities, as well as legal document preparation assistance services, including simple wills, trusts, and/or designated beneficiary documents. No professional services are ever transacted at our Credit Union Sponsored Events.