Trust & Estate Planning Workshop
Tue, Jul 14
|Santa Ana Elks Lodge #794
Learn how to take control of the financial legacy you leave behind at this trust & estate planning workshop by OCCU .
Time & Location
Jul 14, 2026, 10:00 AM – 11:30 AM
Santa Ana Elks Lodge #794, 1751 S Elk Ln, Santa Ana, CA 92705, USA
About the event
You're invitged to a complimentaryhh workshop, "Controlling Your Legacy", at the Santa Ana Elks Lodge presented in partnership with Afiinigy Trusts. As you contemplate the future and consider how you pass on your values and traditions to the next generation, don't overlook taking control of the financial legacy you leave behind. Topic covered include:
• Asset Distribution - Learn about assigning beneficiaries and establishing a living trust to avoid probate.
• Medical Decisions - Empower the right person to manage your finances and make medical decisions in case of the unexpected.
• Caring for Minors - Nominate guardians and make provisions for your children or grandchildren,
To register, click HERE or call 714-755-5900, ext. 7200