Leaders-Only Discussion

Wednesday, April 22nd
3 PM - 3:45 PM ET

How Educators Credit Union Launched a Profitable Estate Planning Program

Join Nate Tullis, SVP Digital Strategies, and Kimberly Schmidt, VP Digital Services, for a peer-to-peer conversation on how implementing, scaling, and offering estate planning services through Legal Karma has served their members’ families and built a new revenue stream.

Wednesday
April 22nd, 2026

3 PM - 3:45 PM ET

Request a Seat

During the conversation, we'll cover:

The Strategic Why

Why Educators CU decided to offer estate planning as a strategic member offering.

The Implementation Lift

What the implementation lift actually was for their team.

Member Impact & Results

The impact on their members and the results they've seen.

Date

Wednesday

April 22nd, 2026

Time

3 PM - 3:45 PM ET

Duration

45 minutes

Platform

Live on Zoom

Request a Seat

Meet the Speakers

Industry leaders sharing real insights from building successful estate planning programs.

Nate Tullis

Executive Presenter

SVP Digital Strategies, Educators Credit Union

Kimberly Schmidt

Executive Presenter

VP Digital Services, Educators Credit Union

Kory Kelly

Host

CEO, Legal Karma

Agenda

A structured 45-minute discussion designed for maximum value

Session Breakdown

45 minutes total

Welcome

Opening remarks and introductions

3 min

CEO Co-Presentations

Shared presentations from each CEO team on their strategy, programming, and results from Legal Karma's data team

15 min

Pre-curated Questions

Facilitated discussion of participant questions collected in advance

10 min

Open Q&A

Live questions and discussion facilitated by Kory Kelly