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Join our Estate Planning 101 Member Webinar

Your financial wellness is our #1 priority. Learn how to secure your family's financial future.

 

Trust & Will Estate Planning 101 - August 4th at 6 p.m. ET.

Corner Stone Credit Union has partnered with Trust & Will and LMCUR to host a LIVE Estate Planning 101 Webinar on August 4th at 6:00pm ET. The webinar is being presented by Craig Parker, Assistant General Counsel at Trust & Will.

Join us to learn the essentials of estate planning, why it matters, and how you can protect yourself and your loved ones. During the webinar you'll discover:

*Why Estate Planning Matters – It's more than just a Will; it's about protecting what matters most.
*Wills vs. Trusts – Understand the key differences and what's right for you.
 *How to Get Started – Steps to create a legally binding estate plan.
*Protecting Your Legacy – Ensure your assets are distributed according to your wishes.

Register Now

Once you register, you'll receive a link to access the webinar on August 4th.

Don't miss this opportunity to ask questions, gain expert insights, and take control of your financial future. Life is full of unexpected moments–planning ahead ensures you're ready for them.

Exclusive Member Discount

As a Corner Stone Credit Union member, you get exclusive savings of 20% off any estate plan through Love My Credit Union Rewards—making it easier than ever to secure your future.

Get Started

We look forward to seeing you at the webinar!

 
 

 

Trusts, Wills
Trust & Will Made Easy

Fast, secure, and easy to use.

 Love My Credit Union Rewards has partnered with Trust & Will to bring members easy, affordable and secure estate planning. No matter what stage of life you're in, it's critical to have a solid estate plan in place.

Click Here to Get Started.

 

MEMBER FINANCIAL WELLNESS MONTHLY WEBINAR SERIES

Missed the monthly Webinar, Watch them Below. Click on  the link Below to watch now.

 
July 2025 - Mastering The GIG Economy - Watch Recording

 

August 2025 - Raising a Money Smart Kid - Watch Recording

 

 

September - Finances for New Families

Getting married. Having kids. These are natural progressions in life for many, but also present new 
financial situations and decisions to make immediately, and for the long term. This session will 
help you discover, prioritize, and design a workable plan for your family’s goals and lifestyle.
Key Takeaways:
• Create a joint financial plan and manage combined expenses
• Budget effectively for family finances, including baby-related costs and future needs
• Manage debt, build savings, and plan for education and retirement
• Safeguard your family with the right insurance coverage

Who Should Attend:
• Newlyweds or couples planning to get married
• New or expectant parents
• Anyone looking to align their financial plan with family goals
• Individuals interested in building a solid financial foundation for the future


2 Dates to choose from: September 9, 2025 | September 18, 2025

Register Here - Corner Stone Credit Union will be your referral for the registration.

 

Become a member today!
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