WEBINAR
Tuesday, October 27
11:00 am – Noon ET
Presented by: CU Trust CEO and President Jordan Trust, plus team members David Benedetto and Jami Catalfio.
A link will be emailed to you prior to the meeting.
Ways to share your wealth
(Without the stress)
Join us for an informative discussion on trust & estate planning strategies that let you share your wealth on your own terms, while minimizing the stress for all involved. We’ll cover key considerations and practical approaches designed to provide clarity, confidence, and peace of mind.
Here's what we will cover:
- Different estate planning strategies
- Discussions around distributions
- The role of the fiduciary
- Passing along family values
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 the featured presenters from CU Trust.
Jordan Summers, President & CEO
As an attorney and the leader of CU Trust, Jordan and his team work 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.
Dave Benedetto, EVP, Chief Fiduciary Officer
An experienced trust advisor and manager, Dave now oversees the management and administration of trusts, estates, and other fiduciary accounts at CU Trust. He and his team have first-hand insights on ways to share your wealth with less stress.
Jami Catalfio, CTFA. VP, Senior Trust Advisor
Jami offers significant and diverse trust and wealth management experience, including working with a large regional bank in their Ann Arbor, Detroit, and San Diego offices for many years before joining CU Trust in 2023.
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.