Estate Planning and Essentials
Estate Planning and Essentials
Are your finances and assets protected for the future? In this video, we break down the essentials of estate planning—what it is, why it matters, and how you can get started today. Whether you're just beginning to build wealth or planning for retirement, having a clear estate plan is one of the most important steps in securing your financial legacy.
Watch the Workshop on Demand
Resources for the workshop:
Group Classes & Personal Coaching
Looking for Personalized Financial Guidance?
Mastering your finances is a journey, but you don't have to walk it alone. Our workshop facilitator, Nick Kitchens, is a Certified Credit Union Financial Counselor (CCUFC) and Service One’s Community Development Manager. Nick provides free, one-on-one coaching to help you hit your personal goals, and he also hosts customized financial literacy classes for local civic groups, classrooms, and businesses.
Get in touch with Nick today to schedule your one-on-one session or book a group presentation:
📧 Email: nkitchens@socu.com
📞 Phone: 270-796-8500 ext. 2003