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Estate planning seminar highlights expertise and partnership

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Everence joins with nonprofits and experts to offer guests unique value during estate planning events

Sony Gaby and Sue Massey

Investment Officer Aaron Kindig, Financial Advisor Sonny Gaby and Administrative Assistant Sue Massey enjoy the chance to connect with members.

Everence showed its ability to connect people and ideas during a recent estate planning seminar in Goshen. Around 120 guests and nonprofit representatives mingled at the corporate office for a seminar titled, Effective stewardship through estate planning.

Bill Hartman

Bill Hartman, Vice President of Organization and Fiduciary Services, answers questions at the estate planning seminar.

“We know that estate planning can get complex, so it was nice to gather local professionals and take time to explain some of the basics to help people think about their journeys,” said Kim Kelsey, Charitable Services Representative and Church Relations Representative. She helped coordinate and host the event.

Guests heard from four experts on topics related to developing estate plans:

Shawn Persing*, CFP®, AWMA,® Director of Financial Planning at Everence, talked about how financial planning can help you achieve your dreams.

People attending estate planning seminar

People attending the estate planning seminar in Goshen listen attentively.

Bill Hartman, J.D., Vice President of Organization and Fiduciary Services at Everence, explained the details of how trusts work and how to determine if you need one.

Randall Jacobs, J.D., Attorney at Yoder, Ainlay, Ulmer and Buckingham, LLP, described inheritance laws and how an individual or family could get creative with passing on their retirement assets.

Denise Risser, Professional Organizer and Administrative Assistant at Bethany Christian Schools, presented smart tips for how to prepare to downsize your home.

“The whole evening was a rich experience,” said Kim. “We were thrilled to open our doors and create a space that helped give answers and raise questions. We are especially thankful to our nonprofit sponsors who made this event possible.”

Fifteen nonprofits co-sponsored the event:

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Estate planning

 We would be pleased to help you with resources to guide you as you think about and plan for life's moments. This can include comprehensive financial planning, charitable and legacy concerns and intentions, to thinking about and managing family and life transitions.

 

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Disclosure

*Advisory services offered through Everence Trust Company and Investment Advisors, a division of ProEquities Inc., Registered Investment Advisors. Securities offered through ProEquities Inc., a registered broker-dealer, member FINRA and SIPC. Investments are not NCUA or otherwise federally insured, may involve loss of principal and have no credit union guarantee. Everence entities are independent from ProEquities Inc.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
ACCREDITED WEALTH MANAGEMENT ADVISORSM and AWMA® are trademarks or registered service marks of the College for Financial Planning in the United States and/or other countries.