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Pastor Jamie did insurance, financial, and estate planning work for 29 years prior to becoming pastor at The Well. He met with thousands of retirees and many of them attended one of his seminars on estate planning. Many people have glaring mistakes in their wills or other documents, they have serious banking and investment mistakes, or their IRA’s and 401K’s have major vulnerabilities, and MOST people never even consider their greatest financial risk until it is too late.
This will not be dry or boring, but fast paced, sometimes humorous, but also seriously important. Invite anyone you know who is 55 and older, believers or non-believers. They will thank you.