“I don't have an estate, so I don't need to worry about estate planning.”
It's a common misconception that having an estate implies owning a mansion or having substantial wealth. However, in estate planning, the term “estate” encompasses all your assets, from cash and property to personal belongings—even your pets are included. This means that regardless of the size of your assets, you have an estate. It's essential to have an estate plan in place to ensure that your loved ones and possessions are properly cared for after you're gone.
To prepare for the future, please join us for a free estate planning lunch workshop, provided by the Wills and Trusts Division at Desert Financial Credit Union.
Date: February 25, 2025
Time: 11:30 a.m. to 1:30 p.m.
Location: Phoenix Children's Conference Center, 2632 N 20th Street, Phoenix, AZ 85006
As part of this event, participants will:
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- Learn how to plan for the future with resources on wills, trusts, types of legal documents needed, and how to begin the estate planning process
- Understand what resources you can utilize with Desert Financial Credit Union and Phoenix Children's to help you reach your philanthropic and financial goals
- Interact with like-minded individuals in the community
- Learn more about Phoenix Children's mission and have the opportunity to take an exclusive tour of our Thomas campus
Please contact us at (602) 933-3870 for additional information.
Event Speakers
Matt Osborn
Associate Vice President of Sales
Desert Financial Credit Union- Wills & Trusts Division
Matt Osborn has been a Valley resident since 1987 and has spent 21 years in the financial services industry with Desert Financial Credit Union. Most of his career has been devoted to their Wills & Trusts division. He has personally helped thousands of families prepare legal documents and gain peace of mind by having an estate plan in place. He takes pride in training, coaching and managing his team of 15 estate planning specialists. Matt believes in the power of educating people about their planning options and helping them understand how a will or trust can accomplish their goals.
Becky Brimhall
Owner/Partner
Camelback Fiduciary
Becky Brimhall received her BS and Master's degrees in Health Care Administration and has over 30 years of experience in the health care industry. Now as Partner and Care Manager with Camelback Fiduciary, Becky leads their care management division and oversees all care related services.
