Financial Institution: Family Savings Credit Union

Estate planning is a topic many people put off because they aren’t sure where to start. Offering a free educational webinar can help customers and members understand the basics while positioning your financial institution as a trusted financial wellness resource.

Webinar Topic Ideas:
• Will vs. Trust: What’s the Difference?
• Why Estate Planning Matters at Every Stage of Life
• Protecting Your Family, Assets, and Legacy
• Common Estate Planning Mistakes to Avoid
• Simple Steps to Get Started

Consider partnering with a reputable estate planning attorney or online estate planning provider to deliver the session. Offering a live webinar with time for questions provides valuable education without requiring attendees to commit to purchasing services.

Why It Works
• Promotes financial wellness beyond traditional banking services.
• Demonstrates your commitment to helping customers and members prepare for the future.
• Creates an opportunity to build trust and strengthen relationships through education.