Estate and Financial Planning Legacy Giving
Date: November 17, 2022 at 07:00 pm
Thursday, November 17, 2022 at 7pm. Free Educational Presentation. Open to the Community. Questions and Answers Following. 3 Qualified Speakers
Eric Wiegand CFP, Sr VP of Financial Planning for River Wealth Advisors=Presenting: A revolutionary visualization tool, called Legacy Mapping, which simplifies the complex flow of client’s assets. Topic: Identify your financial goals and objectives and build a personalized financial plan.
Joseph Grayeske is an Investment Advisor Representative with Knights of Columbus Asset Advisors (KofCAA)=Presenting:Knights of Columbus Charitable Fund – a low cost way to maximize your charitable giving to the causes you care about. Topic: “What is a donor-advised fund?”
Steven Sofranko, FICF-Knight of Columbus = Presenting: Products you need to secure your or your loved one’s future. Topic: Life Insurance, Long-Term Care Insurance, Retirement Annuities, Disability Income Insurance.
Your Host: Father Adam Sedar
Limited Seating – Pre-Register Required
To register email: stnickfundraising@gmail.com
Light refreshments served.
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