Evento

1st Lady's Financial Summit

Transferring assets and accounts while grieving can leave you open for error and mistakes. This financial summit is designed to teach First Ladies and pastoral staff wives how to properly prepare financially for life after Pastor.

*Seating is extremely limited. We find that limiting our seminar capacity creates an environment for comfort, privacy, and freedom to ask questions. Therefore, seating is truly limited. The seating maximum capacity is 10 so reserve your seat now. It is a seminar that will truly enhance your knowledge.

Topics discussed
*How to Transfer assets properly
*How to update your estate plan
*How to learn about your Investments/Investing
*Understanding the use of a trust

Speaks:
Stephen Callahan:
Investment Advisor & Sr. Market Strategist
Callahan & Callahan Asset Management, Inc.

Gena Merrill
Estate Attorney
The Oakley Law Group

Millicent Callahan
Financial Coordinator
Callahan & Callahan Asset Management, Inc.