We care about every aspect of your life, including financial stewardship. Join us for this event where professionals will offer practical advice and tips designed for EVERYONE, with breakout sessions to meet your specific needs.

MAIN SESSION
Introduction
What is a good FINANCIAL STEWARD? Why is this important?
Financial Planning can set you on the path of financial stewardship
Getting Financial Documents in Order
What documents are most important and why?
Creating a document notebook or folder - what does that look like?

BREAKOUT SESSIONS (Choose two)
A. Budgeting
Creating a Household Budget
Prioritizing Spending Needs
Implementation that Works

B. INVESTMENT AND RETIREMENT PLANNING
Why Investing is Beneficial
Investment Risk and Risk Tolerance
Retirement Planning
Life Insurance Needs

C. LEGACY PLANNING
Wills, Trust, Power of Attorney, Medical Directives
Charitable Giving
Providing for Loved Ones

COST:
$15.00 INDIVIDUAL
$25.00 COUPLES

FREE RESOURCES PROVIDED