What services are available for congregations and branches?
We are available to conduct workshops and seminars covering many aspects of financial planning. We cover such topics as cash management, insurance needs, tax and investment planning, retirement, and estate planning. We also can help individuals and local jurisdictions understand the process and opportunities for creating and managing endowments. Our presentations can be adapted so that the specific needs of each jurisdiction can be met. We offer one- or two-day presentations or week-long classes in a reunion setting. Whatever the need, we can adapt to meet it. When we come to your area, we can assist in the worship activities as well.
