Empowering Your Future: What You Need to Know About Financial and Estate Planning Strategies

Join us in the SLC Sanctuary--Lunch available after 11 a.m. service.

Planning for the future isn’t just about money — it’s about protecting the people, values, and causes that matter most to you.

Join our expert panel for an informative and practical conversation on how to make confident financial decisions today that create lasting security tomorrow. You’ll gain clear, accessible guidance on smart spending, investing with purpose, and making your charitable giving as tax-efficient and impactful as possible.

You’ll also learn how thoughtful estate planning ensures that the people and things you love — your children, pets, and treasured possessions — are cared for according to your wishes when you are no longer able to do so yourself.

Why Start Now?

The earlier you plan, the more options and peace of mind you have. Whether you’re just beginning your career, raising a family, or approaching retirement, it’s never too soon — or too late — to put a plan in place.

For example, parents should consider who would raise their children in the event of an untimely loss. These are difficult decisions, but making them in advance is one of the greatest gifts you can give your family.

Topics We’ll Cover

• The dramatic long-term impact of starting to save and invest early

• Key differences between Wills and Trusts

• How to talk with loved ones about your plans and wishes

• Understanding Required Minimum Distributions (RMDs)

• Planning ahead for incapacity through powers of attorney and healthcare directives

• Tax-wise charitable giving, including gifts of stocks, bonds, and real estate

• Charitable gifts that can provide income back to you

• Practical, low-cost planning options for those who may not need a trust

• What to do if hiring an attorney or financial planner isn’t financially possible

Plan Wisely. Give Wisely. Live with Confidence.

This session is designed to educate and empower — no matter your stage of life or financial situation. Come learn how small, thoughtful steps today can create meaningful security for tomorrow.

Presented by: Gary Hursh, ESQ – Estate Attorney; Marilyn White – Financial Planner; Crystal Carpino, ESQ – Estate Attorney, BPE Law; Tony Lei – Financial Planner, Primerica: Marcia McCrimons -Financial resources and works with Tony; 

Moderator – Heather Estay