WEBINAR
Wednesday, May 6
11am – Noon EST
Presented by: Jordan Summers and Gillian Rendel from CU Trust
A link will be emailed to you prior to the meeting.
Life Changes
(Your Plan Should, Too)
Join us for an informative discussion on how to ensure your trust/estate plan keeps pace with your life changes. We will cover a variety of examples, provide practical tips, and offer straightforward guidance to help you achieve peace of mind as you protect your legacy.
Here's what you'll learn.
- Simple steps to consider whenever life changes occur
- Practical tips to match your wishes with the right protections.
- Quick hits on related topics: aging, healthcare, the economy
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.
Gillian Rendel, VP, Senior Trust Advisor
Gillian offers a valuable mix of experience in several facets of estate planning, trust administration, and probate law. She formerly served as an estate planning attorney, running her own solo-practice law firm.
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.