Throughout our lives we strive to care for our loved ones. We’ll discuss how the transfer of your estate can be an intentional and meaningful expression of love for your family, no matter your income level.
Presented by:
Dennis LeFevre, CFP®
Everence Financial Consultant
Steve Bustos
Everence Stewardship Consultant
Interested in learning more or scheduling an appointment with a financial consultant? Click the button below to find a consultant near you.
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.
