THE GIFT OF PEACE OF MIND

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Presentation transcript:

THE GIFT OF PEACE OF MIND C&MA Canada’s partnership with Advisors with Purpose

WHAT IS ON YOUR “TO DO” LIST? Pay off mortgage, loans, debt, … Prepare Estate Plan and Will Children financially independent

THIS IS SAM & RACHEL Early 60’s Both working Retiring in 2 years 6 children 2 grandchildren THIS IS SAM & RACHEL

SAM & RACHEL WANT TO ENSURE THEIR WILLS REFLECT THEIR FAITH THEIR GENEROSITY

THIS IS LINDA A widow Volunteers her time Living in family home A mother A grandmother THIS IS LINDA

LINDA CONNECTED WITH ADVISORS WITH PURPOSE FOR FREE ESTATE PLANNING CHURCH PRESENTATIONS FREE PHONE SEMINARS GROUP STUDIES

THIS IS LEONARD A widower Loves to fish Bought a condo 2 children 2 grandchildren THIS IS LEONARD

LIKE LEONARD, START THE PROCESS! Connect with an Estate Specialist Process Ask your questions Take to your lawyer Collect information Review and discuss A Plan is prepared and sent to you

ADVISORS WITH PURPOSE Helping you maximize your goals for family and ministry minimize or even eliminate taxes