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.