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RALEIGH, N.C. — With 72% of members describing State Employees’ Credit Union as their primary financial institution, senior management wants to be absolutely sure that when trust services makes its official debut, front-line staff will be ready to recognize who may need help with estate planning.

The $14 billion credit union partnered with MEMBERS Trust Company in 2005, but the last nearly two years have been spent sending senior management to extensive training at one of the country’s top schools for estate planning education. Both Sara Trexler, senior vice president of trust services and Bill Umphlett, senior vice president of financial advisory services at SECU, recently earned their respective Master’s degrees in trust and wealth management at Campbell University, considered to be the nation’s only college offering such a program.

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