Financial Seminars (October 6)

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Estate Planning Seminars

We are hosting two seminars Sunday October 6 for the College Heights family. We’re excited that David Duncan is coming to lead these seminars.

David has nearly 30 years of experience helping Christians achieve their estate and generosity desires. He is the Executive Director of CDF Capital Foundation and a long-time Joplin resident. At the end of the seminar you can schedule a future meeting with David for a no-cost no-obligation of your unique situation and planning needs.

Two Options

Senior Adult Seminar: Seizing Opportunities and Easing Concerns–Estate Planning Options for Individuals 60 and Older

12:45 PM, Sunday, October 6, Room K120

As individuals move toward or further into retirement, many planning options are worthy of consideration. Some allow increased income, some tax-free sales of appreciated property, and some assets can be “given twice” to create a double blessing.

Childcare will not be offered, but lunch will be served, so please make a reservation.

The Ultimate Family Plan: How to Create or Update Your Will, Trust, and other Vital Documents

4:00 PM, Sunday, October 6, Room K120

Every adult needs this “Family Plan” and this workshop will provide practical and actionable information. If you do not have a will or trust you’ll learn how to create these critical documents. If you do have a plan you’ll learn how a review can assure it still fits your family’s current needs.

Childcare will be provided, so please register by September 29.