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Planning as an Act of Love: Why Everyone Needs an Estate Plan
You and your loved ones can have confidence - whatever the future holds. Learn how to make your wishes known and care for your loved ones, family and charities in the present and the future.
Find answers to these and many other questions:
- What is included in a proper estate plan?
- Does my estate plan reflect my wishes?
- How do I distribute my estate fairly?
- Can I afford to be generous and still meet my needs?
- How can I organize my documents for the present and the future?
Presenter: Jamie Detweiler, CFP®, CAP®, Everence Financial Planner, has spent more than a decade serving individuals, for-profit and not-for-profit organizations in the areas of investment management, endowment fund implementation, planned giving administration, donor relationship cultivation, and board education. Jamie appreciates the opportunity to continue to serve clients as they navigate the complexities of their finances.
Wednesday, November 09, 2022, 1:00 PM until 2:15 PM
Community Mennonite Church of Lancaster
328 W. Orange St.
Lancaster, PA 17603