Financial and Estate Planning with Friends Values

Event Description

The beauty of looking at your financial and estate planning with Friends is that you can integrate your values with the process. Friends General Conference has a great partner for this. Everence is a faith-based financial services organization. Staff from Everence regularly attend Gathering and are experienced in working with the Quaker community.

Join Barry Crossno, General Secretary of FGC and workshop leader Dennis LeFevre, CFP®, a Financial Consultant with Everence.

Financial & Estate Planning with Friends Values

Designed for Friends of all income levels, this free 90-minute workshop will help you make end-of-life plans that align with your values. This will be held online via Zoom.

Wednesday, October 9, 2024, at 8pm Eastern / 5pm Pacific.