Financial insights and tips: Balancing financial decisions and kids

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

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

Disclosure

Advisory services offered through Investment Advisors, a division of ProEquities Inc., Registered Investment Advisors. Securities offered through ProEquities Inc., a registered broker-dealer, member FINRA and SIPC. 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 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.

The CLU^®, ChFC^®, and CASL^® are the property of The American College, which reserves sole rights to its use, and is used by permission.

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