Sunday, April 23, 2023, 10:30 AM - 11:30 AM
The Covenant Circle is proud to present the first of many free seminars and educational offerings for our First Church family. Join us for a presentation by church member and Certified Financial Planner Kirk Sheldon who will help us learn the how’s and why’s of having an estate plan for our lives. It’s important for adults of all life stages to understand the basics of Estate Planning for their families and their futures. Topics will include:
- Making sure your wishes are known
- Documents needed to create an estate plan
- A planner’s perspective on estate planning strategies
Kirk R. Sheldon, CFP is the founder and owner of CAPITAL FINANCIAL MANAGEMENT (CFM), a registered investment advisor, and THE CAPITAL GROUP. Kirk has over 30 years of financial planning and professional business experience. He has been a member of the First Church Foundation board and the Financial Development Planning Committee for many years.
For questions contact Jason Tucker, Director of Stewardship & Development: