We were privileged to host a special event with a financial advisor, attorney and estate planner / retirement coach. The entire event is available above!
- Pastor Darin provided Biblical foundations of stewardship, honor for parents and love for kids.
- Dave Brand of Morgan Stanley (and Oakwood!) shared key principles related to investing and preparing for retirement. Call Dave – 813-227-2183
- Drew McDannold of McDannold Law shared important factors to consider related to the end of life – a will, living will, durable power of attorney, healthcare surrogate and more. Call Drew – 813-397-6330
- Jim Willis of The Willis Agency walked us through estate planning and “the maze of medicare.” Call Jim – 813-948-9109
Click here for a more detailed handout with additional resources and contacts to consider.