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Who should Attend:

All Individuals and Family members and adherents of First Baptist Church              (Please bring your children 17+ yrs old)

Why:     Learn to be a good steward of the financial gifts which God has provided

Cost:     None, but we do need your RSVP to plan breakfast                             

 *** Please Sign-up in the Underwood Room ***                                                       

 

Presenter:     Sterling Rempel, CFP® CLU TEP Fellow of FPSCTM,

                              Wealth & Estate Planning Specialist                           

                             Future Values Estate & Financial Planning    

                               Aligning purpose with your finances  

Topics:

  1. Tax-Free Savings Accounts
    • What are they and how do they work?
    • Where can I get one?
    • Is it a savings account or an investment account?
    • Should I use it instead of an RRSP, or should I pay down my mortgage?  
  2. Life Insurance
    • Do I need life insurance?
    • How much is enough?
    • What are the various types?
    • What’s the best type for my life stage?

About our Guest Speaker:  

Sterling Rempel, CFP, CLU, TEP, is the founder and principal advisor at Future Values Estate & Financial Planning.  He is a Certified Financial Planning professional. Sterling is a wealth and estate planning specialist with a focus on creative uses of tax-preferred insurance products.  He has a special interest in responsible investments and in charitable planned giving, having served on the boards of numerous not-for-profit organizations.