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Wealth Management Events

Events and Webinars

Empower your future. Take advantage of our useful webinars to help improve your financial well-being.

Estate Planning 101

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Date and Time
Tuesday, November 12, 2024
5:00 p.m. - 6:00 p.m.
1 hour in-person workshop
Location
SAFE CU Headquarters
Register Online
Topics Covered
• Benefits of estate planning
• Living Trust basics
• Will vs. Living Trust
• Probate
An estate plan ensures your personal belongings and assets go to the people you care about most. In many instances, a will might not be enough. Join SAFE’s Financial Wellness Team with our esteemed partner, Attorney Ed Fong, to understand how an estate plan can work in conjunction with a living trust to protect you and your loved ones during and beyond your lifetime. 

 

About The Speakers

  • Hector_Madueno_400px
Hector Madueno
Financial Wellness Manager, SAFE Credit Union
Hector Madueno is a highly dedicated and experienced financial education manager with a strong background in the credit union industry. With over 15 years of experience, Hector has demonstrated a profound commitment to empower individuals, families, and communities through financial literacy initiatives. His passion lies in bringing financial education to underserved communities, equipping them with the knowledge and tools needed to make informed financial decisions. 
 
At SAFE, he leads initiatives to bring financial education to SAFE members and the community at large through workshops, webinars, and the Budget Cents simulation program that provides high school students with first-hand experience in the financial decisions they’ll make as adults.  
 
When he is not leading the SAFE Financial Wellness team, Hector spends most of his time reading, eating food that he probably shouldn’t, and being the victim of his two children’s nefarious schemes.  

  • Ed Fong
Ed Fong
Attorney

Ed was born and raised in Sacramento.  He attended John F. Kennedy High School and later graduated from California State University, Sacramento with a degree in Government and a minor in Criminal Justice. He graduated from Lincoln Law School with a JD.   

Ed's experience is exclusively in probate law.  For 15 months, Ed was a judicial intern at the Sacramento County Superior Court where he learned "behind the curtain" court operations and how to draft bench memos for the court.  Ed worked for a veteran probate attorney before opening his own office to serve others. Before becoming an attorney, Ed served for 24 years as a Deputy Sheriff with the Sacramento County Sheriff's Department and 3 1/2 years as a civilian employee with the Sacramento Police Department.

 

 

Financial Advisors are registered with, and securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA / SIPC). Insurance products are offered through LPL or its licensed affiliates. SAFE Credit Union and SAFE Financial Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using SAFE Financial Services, and may also be employees of SAFE Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, SAFE Credit Union or SAFE Financial Services. Securities and insurance products offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency
Not Credit Union Guaranteed
Not Credit Union Deposits or Obligations
May Lose Value
 

SAFE Credit Union provides referrals to financial professionals of LPL Financial LLC pursuant to an agreement that allows LPL to pay the financial institution for these referrals. This creates an incentive for the financial institution to make these referrals, resulting in a conflict of interest. SAFE Credit Union is not a current client of LPL for brokerage or advisory services. Please visit LPL Financial for more detailed information.

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

LPL Financial Form CRS

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