WEBINAR
Tuesday, November 18
11am – Noon ET
Presented by: Jordan Summers and Jami Catalfio from CU Trust
A link will be emailed to you prior to the meeting.
True Stories & Smarter Solutions
For What Matters Most
Join us for an informative discussion on how to ensure your trust or estate plan covers real life scenarios. We’ll cover actual examples and practical tips designed to help protect your legacy.
Here's what you'll learn.
- Real world case studies, including beneficiaries, cottages, family businesses, second marriages & more
- Quick hits on related topics: pets, vehicles, challenging family members
- Practical tips to match your wishes with the right protections.
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.
Jami Catalfio, VP, Senior Trust Advisor
Jami is a seasoned trust advisor with nearly 20 years of trust and wealth management experience. Before joining CU Trust in 2023, she gained valuable insights working with a large regional bank in Ann Arbor, Detroit, and San Diego.
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.