6:00pm - The Ultimate Family Plan - East

Sunday, March 07, 2021, 6:00 PM - 7:30 PM

Location: Bloomington East, 2700 E. Rogers Road, Bloomington, IN US 47401

Group: Bloomington East

If we learned anything from life in 2020, we learned that things could change quickly – very quickly.  When change comes – having thought through our plans for who will help us, and how to efficiently pass assets to our family and ministries will be a tremendous advantage.  The Ultimate Family Plan workshop can help. Every adult needs a “Family Plan” based upon Biblical truth and practical, actionable information.  If you do not have a Will or Trust – at the workshop, you’ll learn how to create these critical documents.  If you do have documents in place – you’ll learn how a review can assure it still fits your family’s current needs. You will also be offered personal consultation regarding your planning needs.

Who Should Attend:

  • Single Adults – Yes, you need a plan for several crucial reasons – come learn what they are.
  • Couples with No Children – Marriage brings the need for specific planning strategies – have you taken advantage of them?
  • Parents with Minor Children – the #1 reason you need a plan is the guardianship of your minor children.
  • Adults in Transition – if you no longer have minor children, have a change in marital status, or are contemplating retirement, this workshop will provide you with vital information for your plan.
  • Senior Adults – Wills, Trusts and Powers of Attorney – do you have them and are they up to date?

Bonus Content:

Throughout the COVID-19 pandemic, Congress has made significant changes tax laws and rules.  In a brief and optional addition to our workshop, we’ll discuss some of the most impactful opportunities for you to save taxes and help those you love – your family and favorite ministries.

RSVP to Donna at  to sign up.

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