A Professional Service of the Church in an Environment
of Trust
President Steve Veazey and Coordinator Jared Fears welcome you to the
services of the Estate and Financial Planning staff.
Estate and Financial Planning provides specialized services in
gift, estate, and financial planning, using a variety of tools and techniques.
This team of CERTIFIED FINANCIAL PLANNER™ certificants, certified public
accountants, attorneys, business and real estate counselors, and other
professionals will work with you and your professionals to identify, plan for,
and reach your financial goals. They offer service to members, friends, and
church jurisdictions regarding issues such as personal budgeting, investment
options, and retirement, gift, and estate planning through workshops,
resources, and confidential individual counseling.
Workshops for congregations and mission centers can be provided by Estate and
Financial Planning specialists on topics such as cash management, risk
management (insurance), charitable gift planning, estate planning, investment
planning, retirement planning, or tax planning. While in your local area these
specialists would also be available for confidential
individual counseling appointments.
Estate and Financial Planning
specialists
A representative from Estate and Financial Planning
is available to work with you.
Everything is confidential. There is no obligation and nothing to buy.
Contact us at efp@CofChrist.org,
or call 1-800-884-7526
(1-877-526-7526 in Canada).
