Summary
Workshop Number: 406
Leaders: Dennis A LeFevre, CFP(r), Financial Counselor
Who May Register?: Open to All
Worship/Worship-Sharing: 5%
Lecture: 75%
Discussion: 20%
Who May Attend?
part-time attenders welcome (can come any session)
One 4-hour session: Saturday 2/8 (1-5pm Eastern / 10am-2pm Pacific) Estate planning can be one of those projects that gets put off in favor of more fun things. However, death without proper direction on where your stuff should go is not helpful or cost effective. This workshop will cover the basics, plus an expanded section…
Workshop Description
One 4-hour session: Saturday 2/8 (1-5pm Eastern / 10am-2pm Pacific)
Estate planning can be one of those projects that gets put off in favor of more fun things. However, death without proper direction on where your stuff should go is not helpful or cost effective. This workshop will cover the basics, plus an expanded section on how charity can be an important part of our final direction. There will be time for questions and interaction.
Leader Experience
Dennis LeFevre is a Certified Financial Planner(R) and former banker. He’s worked with individuals and organizations through Everence for the past 27 years, helping them to plan for life and death through financial planning, estate planning, investment planning and general financial problem solving.