We’re excited to host David Duncan of CDF Capital Foundation as he presents The Ultimate Family Plan where you will learn the importance of having an estate plan that is guided by Biblical principles. This session will include how to create or update your will, trust and other vital documents (with bonus content covering recent tax and planning rule changes).
This will be directly followed by The Creative Generosity Workshop. At the workshop, you’ll learn how to use all the assets God has entrusted to you to bless yourself, your family and to invest in the ministries and projects you love. You’ll learn specific strategies to use securities, real estate, business assets, rental properties, life insurance, your retirement plans, and other non-cash assets to increase your generosity.
This session & workshop are provided without cost and with no obligation – nothing to buy and nothing to be sold. You are welcome to attend either or both. You will also learn how to receive a no-cost, no-obligation personal consultation regarding your planning needs.