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Intergenerational Financial Conversations


IntergenerationalFinancial

     Interested in a discussion about legacy and financial impact for your children and grandchildren? Lisa Sharp McHenry, CFP®, Everence Financial Planner, leads an interactive session about topics families often consider together:

  • Learn about intergenerational financial sharing. 
  • Hear anecdotes, tips, and common mistakes to avoid.
  • Receive an Everence Personal Financial Affairs Directory which allows you to organize personal information.
  • Join to learn how families care through financial conversations. 
  • Bring your questions! 

Additional Resource: Click Here


When:
Thursday, November 9, 2023, 1:00 PM until 2:00 PM Eastern Time (US & Canada) (UTC-05:00)
Where:
Community Mennonite Church of Lancaster
328 W. Orange St.
Lancaster, PA  17603

Additional Info:
Event Contact(s):
Rod Houser
Category:
Educational
Registration is required
Payment In Full In Advance Only
No Fee
No Fee
No Fee
Executive Director Hours By Appointment:  Monday 9am-4pm,   Wednesday 9am-4pm,  Friday 9am-3pm