The community is invited to this financial presentation on Tuesday, September 23, from 6:30-8:00pm.  The presentation will be repeated on Monday, October 6, from 2:00-3:30pm.    

This 90-minute information session will be composed of topics dear to many faith-based folks with servant hearts. 

Presented Jointly by:

Shelley Strickland –  Ceo of the Charlotte Community Foundation

Pat Courtney-Strong  – Moderator

Alfred Current – Chartered Life Underwrite (CLU), Certified in Long-Term Care (CLTC), Certified Tax & Business Adviser

Katherine Payne – Florida Bar Board Certified attorney in wills, trusts and estate planning, Master’s in Tax Law

The panel’s objective is to give attendees real, useful, and tangible ideas through a diverse disciplinary approach, that may prove helpful in identifying needs, goals, concerns, and dreams.  People they speak with are grateful for their help with legacy planning and strategies to become more effective, efficient, and impactful.

Attendees will walk away with new ideas about “why,” deeper knowledge about “what,” and how better to help the people and organizations they love. 

They will be held at Gulf Cove United Methodist Church, 1100 South McCall Road, in the Gulf Cove area of Port Charlotte (phone 941-697-1747).