Faith-Based Investing Advisory Council

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  • 1.  September '21 Study Group

    Posted 09-15-2021 09:01
      |   view attached
    Our next Faith-based advisor study group will be this Friday September 17th at 4PM EST.  No registration is required.  Please share with a friend or colleague.  You may join us at the appointed time by following this link: https://smart.newrow.com/#/room/mey-736 

    This month's topic:  Understanding Giving Vehicles and How They Work Together

    Gift planning attorney Jeanne McMains looks at three giving vehicles, how each fulfills different purposes, and how they work together. Using case studies, she demonstrates how the strategic use of these giving vehicles can help clients give more than they may even have thought possible.

    Jeanne  McMains

    Jeanne McMains

    National Christian Foundation

    Jeanne McMains has been a practicing attorney in the areas of estate planning and charitable giving since 1995. After owning her own law firm and practicing with a large Midwest law firm, Jeanne currently serves as the Vice President of Gift Planning Solutions with The National Christian Foundation where she assists families nationwide with achieving their charitable gift planning goals. Jeanne obtained her law degree from Indiana University on academic scholarship and her undergraduate degree from Purdue University with highest distinction (summa cum laude equivalent) honors.



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    MARK TRICE
    CLEARVISTA FINANCIAL
    MTRICE@CLEARVISTAFINANCIAL.COM
    Waco, TX
    5123811510
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  • 2.  RE: September '21 Study Group

    Posted 09-15-2021 11:41

    Mark 


    Thanks for the reminder, but I will be on my way home to South Bend, IN for the funeral service for my youngest sister.  Please keep my family and me in your prayers.


    Love & Prayers


    James 


    James R. Hall II, RIA

    Hall Investment Strategies

    Financial Planner and Registered Representative

    21727 Spur Circle Lane

    Crosby, TX 77532

    Phone: 713-553-1580 Office

    james.hall@cambridgesecure.com


    Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.  Hall Investment Strategies, and Cambridge are not affiliated.
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