Making a Plan and Leaving a Legacy | Financial Planning with Covenant Trust
Wednesday, May 29, 5:00pm
Led by Daniel C. Melgren, Financial Services Representative for Covenant Trust
An overview of the services Covenant Trust offers, a bit about the history in the Covenant, the types of accounts they offer and how they manage money for clients, basic estate planning documents and how they work, and different charitable gift planning options, including Donor Advised Funds. SIGN UP HERE.