Luncheon registration form at bottom of page
You Can’t Take It With You But What Can You Do?
Sunday, May 7, 11:30 a.m.
Free Informational Estate Planning Event – Event Flier
We are very excited to offer persons in our church and community a free workshop on ways that you plan for your financial future right now, ways that benefit you, your family, and the church! This workshop is designed for persons across a wide range of income levels. In other words, it’s NOT only for those who have “lots of money lying around!” If you are not familiar with the following types of giving and planning, that’s OK! That’s what the workshop is for. So…
Come learn about…
- Conservatorships and Guardianships
- Estate planning
- Asset protection
- Will-based estate plans
- Trust-based estate plans
- Planned giving
- Types of gifts
- Types of charitable trusts and funds
- Benefits of supporting Endowment
The Presenters
Sherry Parker-Lewis, Senior Director of Church Relations at The United Methodist Foundation of Michigan, is a highly respected pastor, astute financial leader, and strong teacher and communicator. She has led congregations in small towns and cities across Michigan for over 29 years. Sherry provides coaching in order to live as generous communities of faith.
Matthew Wallace, CPA, JD is founder and shareholder of Wallace Law Firm P.C. He is an estate attorney and Certified Public Accountant and concentrates on estate planning, including charitable planning, elder law, Medicaid planning, and business succession planning. He has published over 500 articles on estate planning, elder law, and related matters in various publications, including the Times Herald (Port Huron) newspaper, MD News Magazine, and Savvy magazine.
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