At Kern Schools, we are proud to offer a variety of complimentary workshops designed to help you achieve your financial goals. Workshops are open to the public and taught by experts in a specific field. Topics vary and are based on community needs and feedback.

View upcoming workshops below:

Living Trusts and Estate Planning - November 7, 2017
See More

Date: Tuesday, November 7, 2017

Time: 6:00 p.m. to 7:30 p.m.

Location: Kern Schools Administrative Offices
11500 Bolthouse Drive
Bakersfield, CA 93311

Regardless of your net worth, it is important you have a plan in place to help overcome the challenges of estate distribution. Kern Schools Federal Credit Union is hosting a complimentary Living Trusts and Estate Planning Workshop presented by Natalie Spiwak, President of Affinity Trusts, to help prepare you and your family for the unexpected.

In California, if you have more than $150,000 in assets, whether you have a will or not, your estate could be subject to the costs and delays of probate.

AT THIS COMPLIMENTARY WORKSHOP YOU WILL LEARN HOW TO:

– Avoid the pitfalls of using joint ownership as a way to transfer property,
– Choose the right person to make medical decisions for you in case of a medical emergency,
– Nominate guardians and provide for minor children,
– Distribute assets according to your wishes, and
– Establish a Living Trust to avoid probate.

Sign up using the form, or call 661-833-7900.

 

Kern Schools Federal Credit Union is not responsible for the products or recommendations provided by Affinity Trusts and Citadel Law Corporation, nor any business transactions conducted between the Member and Citadel Law Corporation Trusts.

 


Check back each month for the most up to date workshop schedule!

Types of workshops

With the goal of helping our Members achieve financial success, Kern Schools offers a variety of workshop topics. We are proud to help residents in Kern County understand and master the essentials of banking and finance.

Social security benefits:
Learn how to maximize your social security benefits, and gain a better understanding of the advantages of spousal and/or survivor benefits.

The essentials of purchasing a car:
Whether it’s your first or fifth time purchasing a vehicle, our Auto Buying 101 workshop is designed to help consumers navigate the auto buying process.

Technology training:
Bring your smartphone, tablet, or laptop and we will walk you through the basics of technology based banking!

Things you should know about estate planning:
Regardless of your financial situation, knowing the basics of estate planning is a must. Prepare you and your family for the unexpected by learning how to overcome the challenges of distributing your assets and estate.

Ins and outs of home buying:
There is no reason to get stressed out during the home buying process. Get the information you need from local professionals as we cover several topics including what to expect from your lender, when you should get approved for a mortgage, what to look for when selecting a real estate agent, what to expect when purchasing a short sale or foreclosure, and much more.