Preplanning Events
Join us for a preplanning event to learn from local speakers. In addition to funeral preplanning, you'll learn about important topics and meet people in our community! Sign up below for any of the upcoming events.
Join us for a FREE Bingo & Preplanning on September 18!
Come enjoy bingo, sign up for door prizes, hear from our speakers, and learn about the end-of-life planning you need to do now in order to protect your family in the future.
RSVP today to reserve your spot as there is limited seating!
Topics & Speakers
ADVANCE FUNERAL PLANNING
Kathie Reis, Preplanning Specialist at Ruffner-Wakelin Funeral Home, will explore the question of how advance funeral planning can help protect your loved ones. You will learn how to give your family peace of mind during the hardest days of their lives.
MEDICARE
Lupe Aguilera, Medicare Specialist at Arizona Medicare Specialists, will speak about understanding the basics of Medicare, what you need to know about possible upcoming changes, and how you can make the best choices for you and your family
WILLS & TRUSTS
Jessica Kerber, Estate Planning Specialist at Desert Financial, will explain what is involved in preparing one’s estate plan and answer questions about the differences between wills, trusts, probate, powers of attorney, and more. Document preparation services are offered through Desert Financial Federal Credit Union, an Arizona Supreme Court Certified Legal Document Preparation Business Entity (CLDP #81024). Legal document preparation services are not insured by the NCUA and have no credit union guarantee.
