Events & Webinars
Learn how to protect yourself and your finances against scammers and fraud. Spot red flags, see through common scams and keep your technology from being a vulnerability. Speakers include Robert Jordan (VP of Information Security) and Puneet Grover (VP of Enterprise Risk) from Stanford Federal Credit Union. The presentation will be followed by a Q&A session.
If you own a home or have assets worth at least $208,850, you owe it to yourself and your family to get the facts. Proper estate planning avoids the pitfalls of probate and ensures that your estate actually gets to those individuals or charities you wish. Plus, without proper planning, your estate may owe substantial estate taxes. A living trust can eliminate the costs and time involved in probate and will protect your estate if you become incapacitated by avoiding a conservatorship.
Note: This presentation is based on California probate law and may not be applicable to individuals who live in other states.
Speaker: Kimberly Barrot of Falk, Barrot & Associates, LLP. Falk, Barrot & Associates, LLP handles wills, trusts, probate, trust administration, and asset protection and is a member of the American Academy of Estate Planning Attorneys.
Learn about defining your home ownership objectives and how to achieve them; how to find and buy a home with the most favorable terms; understand the home buying process and your financing options. Speakers include a Realtor and a mortgage expert. Presented by Stanford Federal Credit Union. The presentation will be followed by a Q&A session.
