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Estate and Financial Planning Ministries

A Professional Service of the Church in an Environment of Trust


President Steve Veazey and Coordinator Jared Fears welcome you to the ministries of the Estate and Financial Planning staff.

Estate and Financial Planning Ministries provides specialized ministry 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 ministry 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 jurisdictions can be provided by Estate and Financial Planning ministers 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 ministers would also be available for preaching ministry and confidential individual counseling appointments.

Estate and Financial Planning ministers

 

A representative from Estate and Financial Planning Ministries is available to work with you.
Everything is confidential. There is no obligation and nothing to buy.
Contact us at efpm@CofChrist.org, or call 1-800-884-7526
(1-877-526-7526 in Canada).