Services

From time to time, we offer free educational classes. Classes that have current open registration are listed below. PLEASE CLICK ON THE DATE OF THE CLASS YOU WISH TO ATTEND TO REGISTER. 

Planned Giving & Generational Planning (webinar teaching)

This is a teaching by webinar that I am offering for those who want to learn more about how to structure their giving in a tax efficient manner, and plan well to leave a legacy for future generations and for Kingdom work. 

You do not have to be a client of mine now or ever become one in future. There is no cost or obligation for listening to the teaching. My motive is to honor God by using the knowledge and wisdom that the Lord has given me to help His children wisely steward the financial gifts that God has given to us. Please feel free to share this invitation with anyone you think may benefit from the information (ie, pastors, ministries, and other believers with a gift of generosity). 

The same teaching will be offered on the following 3 different dates.(You only need to attend one): Capacity for each webinar is limited, so please register for the webinar by clicking on your preferred date below. The only information you have to supply is your name & email address (so we can send you the link to log in).

7/23/2020 Thursday 2 pm-3 pm CST  

8/20/2020 Thursday 11 am-12 pm CST

9/23/2020 Wednesday 12 pm-1 pm CST

Some topics I will cover are:

Charitable Gift Annuities- A way to give to charity and get a guaranteed lifetime income

Charitable Remainder Trusts- a tax-exempt trust which can sell property without a capital gains tax 

Commitment Giving Trust- A way to accelerate charitable tax deductions

Retirement Assets- Charitable Rollovers and how to possibly give 200%-300% of the value of retirement assets without disinheriting your children

Life Estates- A way to leave your home to charity, and use the tax deduction while your alive. 

If you are unable to attend a webinar, you can still request a brochure outlining these strategies. Please email to let us know if you would like one. 

We provide assistance in the following areas:

• Bonds
  
• Common Stock
  
• Educational IRA
  
• Traditional IRA
  
• Roth IRA
  
• SEP IRA
  
• Simple IRA
  
• Brokerage Accounts
  
• Treasury Bills
  
• Government Securities
  
• Treasury Notes
  
• Variable Annuity

• Retirement Plans
  
• Tax Plans
  
• 401(k) Planning
  
• 403(b) Planning
  
• College Plans
  
• Estate Plans
  
• Money Purchasing Plans
  
• Profit Sharing Plans

• Disability Income Insurance
  
• Life Insurance
  
• Long-Term-Care Insurance