August Meeting: Planned Giving

When:  Aug 28, 2019 from 11:30 AM to 1:00 PM (ET)

Planned Giving
Sponsored by the Springfield Foundation and the Comprehensive Planning Group

MEMBERS: Register and Pay Now ($20)
NON-MEMBERS: Register and Pay Now ($25)
Register and Pay at Door



L. Wesley Boord, CLU, ChFC, MSFS, Comprehensive Planning Group; David Bartlett, Greene Giving; and Peg Foley, Security National Bank join us to discuss Planned Giving.

L. Wesley Boord, the founder of Comprehensive Planning Group, has extensive personal and professional experience. He has a BA in Arts and Science from Ohio University and a Masters of Science in Financial Services from the American College. In addition, Mr. Boord holds professional designations as a Chartered Life Underwriter, a Chartered Financial Consultant, and is Certified in Long-Term Care.

 GSAFP meetings are eligible for continuing education credits for CFRE and Social Workers. Please inquire at the meeting for more information.

Location

Security National Bank
40 S. Limestone Street
Springfield, OH 45502

Contact

Linda Butler
937-408-6295
greaterspringfieldafp@gmail.com