Events & Specials

As a KeyPoint Member, you have exclusive access to a wide range of special events and webinars––plus Members-only discounts and perks.

Free Webinar: Special Needs Estate Planning

Time

5:00 p.m. - 6:00 p.m. PT

Location

Online

Description

Planning for the special needs of family members is crucial. At this informative session, presenter will address the following:

  • What are the goals of a Special Needs Trust?
  • Who may benefit from a Special Needs Trust?
  • How to supplement financial resources without jeopardizing the benefits provided by public assistance programs using Special Needs Trusts
  • Types of Special Needs Trusts; Self-funded, Third Party and Pooled Special Needs Trusts
  • CalABLE Accounts


Speaker
Natalie Spiwak – Founder and President, Affinity Trusts

Natalie Spiwak is not affiliated with KeyPoint Credit Union.

This webinar is open to everyone—just make sure to reserve your virtual seat!

Register

Estate Planning

Description

We have partnered with Affinity Trusts to provide comprehensive and affordable estate planning solutions to our Members.

Learn More