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Événement
ESTATE & FINANCIAL PLANNING-LEGACY GIVING
**FREE Event**OPEN TO COMMUNITY
Thursday, Nov 17, 2022, at 7 pm
St Nicholas Catholic Church Social Hall
Join us for an educational seminar
PRESENTERS:
Eric Wiegand CFP, Sr VP of Financial Planning for River Wealth Advisors
Presenting: A revolutionary visualization tool, called Legacy Mapping™, which simplifies the complex flow of a clients assets.
Topic: Identify your financial goals and objections and build a personalized financial plan.
Joseph Grayeske is an Investment Advisor Representative with Knights of Columbus Asset Advisors (KofCAA)
Presenting: Knights of Columbus Charitable Fund - a low-cost way to maximize your charitable giving to the causes you care about. Topic: What is a donor-advised fund?
Steven Sofranko, FICF - Knights of Columbus
Presenting: Products you need to secure your or your loved one's future.
Topic: Life Insurance, Long-Term Care Insurance, Retirement Annuities, Disability Income Insurance
YOUR HOST: FATHER ADAM SEDAR
LIGHT REFRESHMENTS SERVED
Seating Limited - Register your Seat early.
For more information: stnicholasfundraising@gmail.com
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AdresseESTATE & FINANCIAL PLANNING-LEGACY GIVING (Afficher)
1152 OAK ROAD
WALNUTPORT, PA 18088
United States
Carte en cours de chargement...
Catégories
| Âge minimum : 18 |
| Chiens bienvenus : Non |
| Non-fumeur : Oui |
| Accessible aux fauteuils roulants : Oui |
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Contact
Accessibilité
HANDICAP ACCESSABLE
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