Monday August 24th, 2026
6:00 pm - 7:30 pm
Presenter: Adam Becker, Attorney at Callister, Broberg & Becker and Shelby Rothman, Enjoy Financial*
Estate planning is about more than documents—it’s about protecting your family, preserving your legacy, and ensuring your wishes are carried out as intended. This educational workshop is designed to help individuals and families better understand today’s estate planning landscape and why proactive planning matters more than ever.
Attendees will learn key considerations around wills and trusts, beneficiary designations, powers of attorney, healthcare directives, and how estate planning works alongside retirement and tax strategies. With changing laws and evolving family dynamics, outdated or incomplete plans can create unnecessary complications.
Join EnJoy Financial and estate planning attorney Adam Becker for a practical, easy-to-follow discussion focused on building clarity, reducing uncertainty, and helping you take meaningful steps toward a more secure future for yourself and the people you care about most
Register to Attend
*Presenters are not affiliated with or endorsed by Gain FCU. The estate planning portion of this seminar is provided by a representative from Callister Broberg & Becker and is for general educational purposes only and does not constitute legal, tax, or investment advice. EnJoy Financial is a registered representative of Cambridge Investment Research Inc. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer. Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. CA Insurance License 0C92876. Cambridge does not offer tax advice. Cambridge and EnJoy Financial and Gain Federal Credit Union are not affiliated. Non-deposit investment products are not guaranteed by the credit union, not insured by the NCUA, and may lose value.