Whole Life Events
Finding Financial Freedom
Your Life Well Spent
Saturday, October 14, 8:30 am-12:30 pm
Keynote Speaker: David A. Campaigne, CFP®, ChFC®, CKA® - Sr. Private Wealth Advisor at Ronald Blue Trust
Prosperity or Posterity? Which would you choose? Most people want to prosper financially, and in their pursuit of material gain, they often sacrifice the greater goal of posterity. Prosperity equates the accumulation of earthly goods to success. But our posterity – the character of the descendants we leave behind – is more important in God’s economy. Learn More About the Speaker
No matter what stage in life, there's something that you'll learn in order to steward well God's abundant blessings. Participants will also have the chance to attend two breakout sessions from the five topics below:
Protecting Your Finances When You Cannot: Wills and Estate Planning
Speaker: Kathi Ayers, Esq. – Principal at Vaughan, Fincher & Sotelo, PC
Most of us do not want to think about dying or becoming incapacitated. Unless Jesus returns first, at least one of these situations will occur. Having a plan in place ahead will help your family when you’re no longer able to be there. This session will cover the most common legal documents, discuss common estate tax issues, and there will be time to get answers to questions you may have.
Understanding the Alphabet Soup of Investing
Speaker: John Guidi, CRPC – Senior Vice President at Bouchard Wealth Advisors
ETF, S&P, DOW, EAFE, EPS, QQQ, P/E, ROE, and more are important investing terms. This session will decode these acronyms and more importantly provide the investment principles held within these terms. The session will cover the basic principles of investing wisely.
Squirrel Away for the Winter: Retirement Planning that's Not Nuts
Speaker: Margie Dhunjishah - Tax Partner at PricewaterhouseCoopers LLP
Retirement planning does not need to be scary or complex. An actionable plan, with investments you understand, will prepare you for the winter season. The session will discuss retirement planning options such as traditional IRAs, Roth IRAs, and employee benefits plans, as well as the tax implications of each.
The Key to Building Wealth: Planning your Cash Flow
Speaker: David A. Campaigne, CFP®, ChFC®, CKA® - Sr. Private Wealth Advisor at Ronald Blue Trust
The key to building wealth over the long-term is simply this: spend less than you earn over a long period of time. In our consumer-driven and “buy now pay later” culture, this is much easier said than done. However, God’s Word has some great, practical principles for planning our cash flow that when continually applied in our lives helps us make wise financial decisions, live generously, and leave a lasting legacy.
Marriage and Money: Winning by Working Together
Speakers: The Reverands Nancy & Brent Walker
Problems talking about and managing money consistently surface as a major factor in the failure of marriages. Handling money according to God’s principles not only makes finances stronger, it makes your marriage stronger! Put the FUN back into your FUNDS! Work on ways to get and stay financially fit in this practical workshop.
- Early Bird (through October 1) = $10
- October 2-12 = $15
- At the Door = $20
Continental breakfast will be served during the check in time from 8:30 - 9 am. Opening Session begins at 9 am.