Your faith and values can inform many of the decisions you make when it comes to investing – this recorded presentation will help you learn ways to make a better world through your investments.
Presented by:
Ben Gooding, AWMA®, CFP®
Everence Financial Consultant
Dennis LeFevre, CFP®
Everence Financial Consultant
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Securities offered through Concourse Financial Group Securities, Inc. (CFGS), Member FINRA/SIPC. Advisory services offered through Concourse Financial Group Advisors, a DBA for CFGS, a Registered Investment Advisor. Investments and other products are not NCUA or otherwise federally insured, may involve loss of principal and have no credit union guarantee. Products and services offered through Everence Trust Company and other Everence entities are independent of and are not guaranteed or endorsed by Concourse Financial Group Securities, or its affiliates.
Products and services offered through Everence Trust Company and other Everence entities are independent of and are not guaranteed or endorsed by Concourse Financial Group Securities, or its affiliates.
ACCREDITED WEALTH MANAGEMENT ADVISORS AND AWMA® are trademarks or registered service marks of the College for Financial Planning in the United States and/or other countries.
Certified Financial Planner Board of Standards, Inc. owns the CFP® marks in the U.S.
