News & Events

Stay up to date on events, check out the latest news from Affinity Plus, and read stories from our members and our newsletter.

Patricia, Affinity Plus Member

Upcoming Events

Document with feather pen on a teal background

Estate Planning 101: An Introduction to Estate Planning

Date and Time
Thu November 09, 2023
6:00-7:00 PM

In this seminar, we'll discuss:

  • The basic tools used to protect ourselves during a period of incapacity.
  • Who do you trust to make health and financial decisions for you if you are no longer able to make decisions for yourself or manage your daily obligations.
  • The simplest and easiest way to transfer assets at death.
  • Differences between wills and trusts.
  • The role beneficiary designations should play in the process.
  • What does a basic but comprehensive estate plan include.

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.