In this webinar, you'll learn the basics of estate planning and where to begin the process.
Presented by:
Dennis LeFevre, CFP®
Financial Consultant
Everence®
Hosted by:
Steve Bustos
Stewardship Consultant
Everence®
Disclosure
Advisory services offered through Investment Advisors, a division of ProEquities Inc., Registered Investment Advisors. Securities offered through ProEquities Inc., a registered broker-dealer, member FINRA and SIPC.
Products and services offered through Everence Trust Company and other Everence entities are independent of and are not guaranteed or endorsed by ProEquities, Inc., or its affiliates.
Dennis LeFevre, CFP® is licensed to discuss and/or offer financial services and/or products to residents of AK, AR, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KS, MI, MN, MO, MT, NC, ND, NE, NM, NV, NY, OH, OK, OR, PA, SD, TX, UT and WA.
Certified Financial Planner Board of Standards, Inc. owns the CFP® marks in the U.S.
Products and services offered through Everence Trust Company and other Everence entities are independent of and are not guaranteed or endorsed by ProEquities, Inc., or its affiliates.
Dennis LeFevre, CFP® is licensed to discuss and/or offer financial services and/or products to residents of AK, AR, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KS, MI, MN, MO, MT, NC, ND, NE, NM, NV, NY, OH, OK, OR, PA, SD, TX, UT and WA.
Certified Financial Planner Board of Standards, Inc. owns the CFP® marks in the U.S.