Estate Planning – the Basics

Your Patelco membership is more than just exceptional everyday banking. We’ve got great rates that put more money in your pocket, and we also give you access to a wide range of tools and resources designed for your total financial wellbeing.

Are you taking full advantage of all of the added value that Patelco offers? Ensure you’re maximizing your membership by joining Andrew Farrell, our Community Engagement Specialist, as he highlights:

• Tools to accelerate savings
• Products to help establish or improve credit
• How to access complimentary, personalized guidance

As a bonus, three attendees will be randomly selected to receive a $25 e-gift card!

In a world where money moves with a tap, swipe, or click, how do we help kids understand its real value? From debit cards and mobile wallets to in-game currencies and buy-now-pay-later offers, today’s digital-first financial landscape can be overwhelming. This session will equip parents with practical tools to guide teens in building smart, responsible money habits. We’ll also cover the types of digital and virtual currencies kids encounter and discuss how digital spending can shape behaviors and perceptions. Join us to learn how to turn digital money into a powerful teaching tool for lifelong financial wellness.

Join us for an empowering session on how credit can be a powerful tool in your financial journey – from securing housing and employment to saving money on loans and credit cards. We’ll demystify how credit scores are calculated, explore the key factors that influence your score, and share practical habits to help you build and maintain strong credit over time. You’ll also get introduced to Patelco’s tools and resources designed to support you every step of the way. Whether you’re just starting out or working to rebuild your credit, we’re here to help you move forward with confidence toward a stronger financial future.