Financial Planning with Quaker Values in Mind

Event Description

The beauty of looking at your financial and estate planning with Friends is that you can integrate your values into the process. Friends General Conference has a great partner for this. Everence is a faith-based financial services organization with decades of experience working with the Quaker community.

You are invited to join Dennis LeFevre, CFP, a Financial Consultant with Everence, for a values-driven Financial & Estate Planning workshop. Designed for Friends of all income levels, this free 90-minute presentation includes Q&A and will help you make end-of-life plans that align with your values. This workshop will be on Zoom, and the link will be provided when you register.