Canvas Summit Sessions: Wealth Planning & Fraud Prevention
October 15 @ 9:30 am - 11:45 am
Join Canvas Credit Union for Summit Sessions at the Timnath Town Center Community Room. These free financial education seminars are designed for adults 50 and above, with the option to attend in person or virtually.
Multi-Generational Wealth Planning
9:30 to 10:30 a.m.
Planning for the future isn’t just about your finances — it’s about your family. This engaging session helps you navigate the often-overlooked conversations around wealth, legacy, and decision-making across generations.
You’ll gain insights on how to structure your assets, minimize taxes, and ensure your wishes are carried out, while helping your loved ones avoid unnecessary complications and stress.
Elder Fraud, Scams & Exploitations
10:45 to 11:45 a.m.
Elder Fraud, Scams & Exploitations will cover how common scams work, warning signs to watch for and steps individuals can take to protect themselves.
Scammers stole an alarming amount from Americans over 60 last year, and the numbers continue to rise. Many victims never see it coming.
This engaging session reveals how scams really work and why even savvy individuals can fall victim, while helping you recognize the warning signs, avoid common traps involving Medicare and Social Security, and take simple steps that could save you thousands.