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ESTATE & FINANCIAL PLANNING-LEGACY GIVING

ESTATE & FINANCIAL PLANNING-LEGACY GIVING
WALNUTPORT, PA

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ESTATE & FINANCIAL PLANNING-LEGACY GIVING

**FREE Event**OPEN TO COMMUNITY
Thursday, Nov 17, 2022, at 7 pm
St Nicholas Catholic Church Social Hall

Join us for an educational seminar

PRESENTERS:
Eric Wiegand CFP, Sr VP of Financial Planning for River Wealth Advisors
Presenting: A revolutionary visualization tool, called Legacy Mapping™, which simplifies the complex flow of a clients assets.
Topic: Identify your financial goals and objections and build a personalized financial plan.

Joseph Grayeske is an Investment Advisor Representative with Knights of Columbus Asset Advisors (KofCAA)
Presenting: Knights of Columbus Charitable Fund - a low-cost way to maximize your charitable giving to the causes you care about. Topic: What is a donor-advised fund?

Steven Sofranko, FICF - Knights of Columbus
Presenting: Products you need to secure your or your loved one's future.
Topic: Life Insurance, Long-Term Care Insurance, Retirement Annuities, Disability Income Insurance

YOUR HOST: FATHER ADAM SEDAR

LIGHT REFRESHMENTS SERVED

Seating Limited - Register your Seat early.

For more information: stnicholasfundraising@gmail.com