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Financial Seminar

Sunday, April 28, 2024 20 Nisan 5784

10:00 AM - 12:00 PM

GOT QUESTIONS ABOUT WILLS, INVESTMENTS, INSURANCE?

On Sunday, April 28th from 10 am to Noon, the Finance Committee is offering an  Adult Education program for all congregants.  The morning will include presentations by three experienced financial experts and is designed to address topics that are important to everyone, at every stage of life.

Valerie H. Kuntz, Esquire, CPA

  • Important estate planning documents: Wills, Durable Power of Attorney, Medical Power of Attorney, Living Will.
  • How estate planning documents fit into legacy planning and charitable giving.

Investment and Retirement Planning

Paul Wojcik, Sr.- Senior Investment Advisor PNC Private Bank

  • Understanding different retirement/investment accounts (401K, IRA, Roth IRA, Stocks, Funds)
  • Importance of beneficiary designations. 
  • Tax efficient investment strategies for legacy planning and charitable giving.

Insurance Basics

Lucas Slezak-CIMA, CFP, Northwestern Mutual Life Insurance Company

  • Insurance basics (life insurance, disability insurance, long-term care insurance)
  • How insurance products can support legacy planning and charitable giving.

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Sun, April 14 2024 6 Nisan 5784