News & Events

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Patricia, Affinity Plus Member

Upcoming Events

Estate Planning@2x

How to Make the Most of a Will-Based Estate Plan

Date and Time
Thu December 08, 2022
6:00-7:00 PM
Location
Virtual

In this seminar, we'll discuss:

  • The Importance of Incapacity Planning
  • Health Care Directives/Powers of Attorney
  • Using A Will & Beneficiary Designations to Avoid Probate
  • Selection of Agents/Representatives
     

Investing in You. Listen! It’s a Podcast!

Investing In You looks at how money and banking can actually work for you, and explores how we can invest in ourselves and our communities in real, impactful ways.

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