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

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

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

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

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

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

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

8. 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

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