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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.

Long Term Estate Planning With Ed Fong

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Date and Time
Tuesday, January 21, 2025
12:00 p.m. - 1:00 p.m.
1 hour in-person workshop
Location
Webinar
Register Online
Topics Covered
•Understanding the benefits of a trust
• Navigating the probate process
• Your Estate Planning toolkit
• The limitations of a will
This comprehensive Estate Planning Workshop is an informative and interactive program designed to provide attendees with the essential knowledge and tools needed to effectively plan and manage their estates. Whether you are just beginning to consider estate planning or seeking to update an existing plan, this workshop will equip you with the necessary insights and strategies to make informed decisions and secure your legacy.

 

About The Speakers

  • Miriam_Dougherty_350x438
Miriam Dougherty, CCUFC
Community Development Specialist, SAFE Credit Union
Miriam Dougherty serves the community with over a decade of experience in the financial sector, four of those years dedicated as a Financial Educator. In addition to being a graduate from Fresno State with her BA in Mass Communication and Journalism, Miriam is also a Certified Credit Union Financial Counselor. Miriam is the proud daughter of a first-generation Texas Native and an immigrant from Michoacán, Mexico. When she is not spending time engrossed in a book or enjoying all things Disney, Miriam loves to spend the majority of her time with her husband and two young children. 

  • 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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