Start the year off by getting your financial and legal affairs in order! Join parishioners Jason P. Clark and Heidi Van De Berg from 9:30 to 11 AM on Saturday, Feb. 1, to tackle the following issues (and more):
- What financial strategies help secure your financial wellbeing? What are major roadblocks and mistakes that can derail your financial plan? Are there gifting strategies that will minimize your taxes?
- What is estate planning and why is it important for you and your loved ones, both during your lifetime and after you pass? What happens if you are incapacitated, who would make your health care and financial decisions?