Please make plans to join our study group session for Faith-Based Advisors Friday November 18th 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
Come for the fellowship and support of other advisors integrating faith into their practice.
Findings from National Christian Foundation's recent research project on generous Christians help us understand how those givers think and what they want from financial services professionals who work with them on their giving strategy. These insights uncover practical ways for advisors to connect with clients around giving.
National Christian Foundation, Acru Strategy LLC
Matt Hames is a strategic advisor with the National Christian Foundation and the founder of Acru Strategy, LLC, a strategic advisory firm. He is a 24-year veteran of the financial services industry and holds the professional designation Certified Trust & Financial Advisor (CTFA) indicating excellence in the areas of fiduciary responsibilities, trust activities, personal finance, insurance, estate planning, tax planning, and investment management. Matt and his wife, Deana, have two teenage children and live in the Atlanta area.
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MARK TRICE
CLEARVISTA FINANCIAL
MTRICE@CLEARVISTAFINANCIAL.COMWaco, TX
5123811510
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