Who should Attend:
All Individuals and Family members and adherents of First Baptist Church (Please bring your children 17+ yrs old)
Why: Learn to bee a good steward of the financial gifts which God has provided
Cost: None, but we do need your RSVP to plan breakfast
*** Please Sign-up in the Underwood Room ***
Presenter: Sterling Rempel, CFP® CLU TEP Fellow of FPSCTM,
Wealth & Estate Planning Specialist
Future Values Estate & Financial Planning Aligning purpose with your finances
Topics:
- Values-based financial planning: core values, objectives, money personality
- Financial management: cash flow, cash & debt management, budgeting
- Risk management & insurance: debt elimination, income replacement, tax considerations
- Asset management: Investment policy statement, asset allocation, socially responsible investing
- Sustainable retirement income: retirement income sources, core & excess capital, guaranteed lifetime income
- Tax considerations: current, deferred & future tax liability, tax-preferred alternatives
- Estate planning & legal aspects: Estate net worth, tax shrinkage, equalization & liquidity, maintaining family harmony, maximizing philanthropy
About our Guest Speaker:
Sterling Rempel, CFP, CLU, TEP, is the founder and principal advisor at Future Values Estate & Financial Planning. He is a Certified Financial Planning professional. Sterling is a wealth and estate planning specialist with a focus on creative uses of tax-preferred insurance products. He has a special interest in responsible investments and in charitable planned giving, having served on the boards of numerous not-for-profit organizations. Most recently, he was invited to join the board of the Alberta Council for Environmental Education.