Faith-Based Investing Advisory Council

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  • 1.  Kingdom Advisors Faith-based study group

    Posted 06-15-2021 15:14
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    Our next Faith-based advisor study group will be this Friday June 18th at 4PM EST.  No registration is required.  You may join us at the appointed time by following this link:

    This month's topic is Serving Widows: Top 10 Ways to Connect with Their Needs .

    If you haven't been widowed, it can be hard to know how to best serve clients when their spouse dies. Do they need more or less contact? More details – or fewer? How can you help them make decisions? In this practical study group, a widow who is also the founder of a widow support organization offers 10 tips for serving widows thoughtfully.

    The listening guide for this month's study group is attached.

    Have questions about this study group or Kingdom Advisors?  Please contact me at or Danielle Howard at .


    Waco, TX

  • 2.  RE: Kingdom Advisors Faith-based study group

    Posted 06-16-2021 19:57

    Hey Mark

    Just to let you know I will be with a client at that time and will not be able to make the meeting, sounds like a great topic.


    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

    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.
    The information in this email is confidential and is intended solely for the addressee. If you are not the intended addressee and have received this email in error, please reply to the sender to inform them of this fact.
    We cannot accept trade orders through e-mail. Important letters, and email should be confirmed by calling 713 553 1580. This email service may not be monitored every day, or after normal business hours.

  • 3.  RE: Kingdom Advisors Faith-based study group

    Cambridge Community of Women
    Posted 06-17-2021 12:14
    This will be a great discussion! I work with several widows and the information provided by the Mrs Hogan and Mrs Neff in this study group is fantastic.

    Looking forward to it.


    Danielle Howard, CFP® CKA®
    Wealth By Design, LLC
    76 Eagle Claw Circle
    Glenwood Springs, CO 81601