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Estate Planning | Virtual Workshop

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Estate Planning Workshop

Event Description:

What is an estate plan? Simply put, it’s a map of how you want your personal and financial affairs to be handled in case of incapacity or death and the subsequent implementation of the strategies that will fulfill your goals. From savings accounts to investments to property, it is vitally important to make sure you have a plan in place before an incapacity or death happens.

In this workshop, CFS Financial Advisor1 Tony Fox and attorney Shauna Haney will discuss estate planning basics and strategies. Topics to be covered include:

  • planning for incapacity
  • how wills and probate work
  • who might benefit from a trust
  • life insurance, health care, and planning for death


Click here to register today and feel free to invite family and friends! We hope to see you there!​​

Event Details

May 27, 2021

7:00 pm - 8:00 pm

Event Category:


Clackamas Federal Credit Union


Virtual Workshop:
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