Happy New Year! Our first study group of the year for Faith-Based Advisors will be this coming
Friday January 21st 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-736Come for the fellowship and support of other advisors integrating faith into their practice.
This months topic: Legacy conversations give advisors a deeper understanding of a family's situation before any financial planning takes place. These conversations improve the likelihood of successful wealth transfer between generations and allow advisors the privilege of helping families grow in unity and love.
About the Speaker
Conway & Associates
Tom Conway is president of Conway & Associates, a philanthropic advisory firm that works with ministries, churches, and givers to advance the grace of giving. Tom is a CPA with a tax planning background who has served Ernst & Young, Cru, Ronald Blue Trust, Perimeter Church, Generous Giving, Inc., National Christian Foundation, Kingdom Advisors, and Haggai International. Tom is also a Certified Kingdom Advisor®. He has lived and served in Africa and worked in Central Europe, Russia, and Asia. Tom and his wife, Susan, have four children and ten grandchildren and live in Atlanta.
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MARK TRICE
CLEARVISTA FINANCIAL
MTRICE@CLEARVISTAFINANCIAL.COMWaco, TX
5123811510
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