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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.

 

 

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