Event

Estate Planning: Made Clear

How estate planning can spare your family confusion, conflict and costly mistakes

Register now

When and where

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Event date:
Wednesday, September 16, 2026
Time
Time:
2:00 PM - 3:00 PM ET
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Event type:
Webinar
Estate planning isn't just for the wealthy or the elderly – it’s essential for anyone who wants to steward their family’s future with care. In this webinar, Everence will walk you through the essential documents everyone needs at the end of life. You'll also learn something that surprises many people: your will doesn't control your IRA. Beneficiary designations and account titling often carry more weight than your will, and getting those details right can mean the difference between your assets reaching your family and your favorite causes or losing a significant portion to taxes. Whether you're starting from scratch or your plan is overdue for a review, you'll leave with a clearer picture of what it means to steward well – not just in life, but beyond it.

Speakers

Bill Hartman, Vice President Organization Services

William Hartman, JD
VP of Everence Asset Management

Bill has served in various capacities with Everence, including planned gift representative, trust officer and vice president of trust services. He leads teams of specialists who help institutions and congregations align mission and values with their stewardship of resources – and encourage a spirit of generosity.

Darius Meraj, Financial Representative

Darius Meraj
Financial Consultant

Darius, an Everence Financial Consultant in Kidron, Ohio, blends his expertise in finance with a passion for faith and community. Living in Hartville with his wife and two sons, he enjoys cycling, sailing, and traveling.

Still have questions about estate planning?

Everyone's financial situation is unique, and we're here to help you take the next step.