Everence, partnering with New England Yearly Meeting, is offering a series of webinars designed to support you in your personal finance journey. Everence is a faith-based stewardship agency, grown from a Mennonite tradition, which supports New England Yearly Meeting and its members who are seeking to integrate their faith and values with their finances. Everence provides charitable, investment, insurance and banking services for both individuals and organizations. Webinar dates and topics include:
· Oct. 26: Understanding Medicare: Hear about how (and when) to sign up for Medicare; what it covers (and doesn’t cover); Parts A, B, C and D; and plans that supplement Medicare.
· Nov. 2: Estate Planning Basics: Learn how an estate plan can ensure that your wishes for family and financial assets will be carried out upon your death. Hear about the key elements of an estate plan, including wills and trusts, powers of attorney and life insurance. Discover key stewardship questions to be asking as you prepare your plan.
· Nov. 9: Basics of Investing: Learn the basic principles of investing, including hearing about the various types of investments, the power of compounding, managing risk and diversification. Along the way, consider the role your faith plays in making decisions about investing.
· Nov. 16: Maximize Your Generosity with a Donor Advised Fund: Explore how this flexible “charitable checking account” can help you streamline your charitable giving. Find out about the many types of assets than can be gifted and how a DAF can help you manage both the gifting process for tax purposes and the distribution component of when you want to support the organizations you care about.
Each event in this “Webinar Wednesday” series is offered at 2 and 8 p.m. For more information or to register, click on the title links. If you have questions, contact Everence Stewardship Consultant Lyle Miller at firstname.lastname@example.org.