Financial insights and tips: Balancing financial decisions and kids

Family finances |

Watch this introductory recorded webinar of our four-part series, Balancing financial decisions and kids, designed to help you prepare your finances with your family in mind.

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In this webinar, two Everence® Financial Consultants will share insights and tips for your consideration as you journey toward retirement with your family in mind.

Presented by

Craig Foor, CLU®, ChFC®, CASL®
Everence Financial Consultant

Dennis LeFevre, CFP®
Everence Financial Consultant

Hosted by

Dave Warren
Vice President of National Markets

 

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Disclosure

Advisory services and securities may be offered through a third-party registered investment advisor or registered broker-dealer that is not affiliated with Everence Trust Company. Investments and other investment-related and/or securities products are not NCUA or otherwise federally insured, may involve loss of principal and are not guaranteed.

Products and services offered through Everence Trust Company and other Everence entities are independent of and are not guaranteed or endorsed by ProEquities, Inc., or its affiliates.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Craig Foor, CLU®, ChFC®, CASL® is licensed to discuss and/or offer financial services and/or products to residents of FL, IL, IN, KS, MI, MN, NC, OH, OR, PA and TN. The CLU®, ChFC®, and CASL® are the property of The American College, which reserves sole rights to its use, and is used by permission.