Optimizing Your Financial Health Presentation

Sponsored by the Planned Giving Committee

Sunday, May 31st
Fellowship Hall, 12:30-2:00
Childcare provided upon request

No one plans to fail, but many fail to plan.

Strong financial plans balance:

• Growth
• Protection
• Tax efficiency
• Legacy

The Key Questions Everyone Should Ask

• Is my investment allocation appropriate?
• Does my family have proper protection?
• Am I minimizing taxes over my lifetime?
• Is my plan prepared for healthcare costs?
• Am I leaving money to my family and causes efficiently?

Wealth is not about chasing returns. It’s about intentional planning so your money supports your family, your goals, and your values.

Come join local Financial Representatives Bonnie Dyar and Jeff Huston for a discussion of these and other financial concepts from a values-forward perspective.

Sunday, May 31, 12:30-2pm in Fellowship Hall. Please register.