WEBINAR
Tuesday, October 29
11am – Noon EDT
A link will be emailed to you prior to the meeting.
TRUST IS A POWERFUL THING:
Protecting your Plan
Even the best-laid plans can be thrown off by unexpected life events. Learn more about handling life changes, having the right people in place, and ensuring your plan matches your current circumstances.
Here's what you'll learn.
Join Jordan Summers and Susan Goodkind Wideman for this online discussion. They will share valuable insights on how changes in your life may mean it’s time for changes to your plan. The discussion will also include a Q&A session.
- Managing unexpected life events
- Taking a fresh look at your plan based on your current situation
- Real-life stories and suggestions for consideration
Not able to attend the live webinar?
Register now and indicate that you would like the recording—we will send you a link to the presentation following the event.
REGISTER TODAY
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Meet our featured presenters.
Jordan Summers, President & CEO of Credit Union Trust
As an attorney and the leader of CU Trust, Jordan works to ensure that more members of the credit unions and the public have access to the knowledge and support they need to protect their assets and provide peace of mind.
Susan Goodkind Wideman, JD, Heirloom Law Group
Susan has more than 20 years of experience as an Elder Law & Estate Planning attorney and is a seasoned expert on making sure your plan keeps pace with your life changes.
Helping is in our nature.
Credit Union Trust was created to offer a higher level of personal service, in the credit union spirit, to more individuals and their families.
We’re here to answer questions and provide resources that can lead you to greater peace of mind. Our team offers an impressive level of experience, backed by a belief in a different and better way.