Video Gallery

Looking Back, Looking Forward 2022

Looking Back, Looking Forward 2021

Financial Planning Phases

Looking Back, Looking Forward 2020

Looking Back, Looking Forward 2019

A Season of Significance

Looking Back, Looking Forward 2018

Legacy Planning: CREATE

Legacy Planning: FOREVER

Legacy Planning: STEWARDSHIP

Legacy Planning: IMPOSSIBLE

Legacy Planning: GENEROSITY

Legacy Planning: SEEDS

Legacy Planning: TREASURE MAP

Who do you want to bless?

You don’t have to choose.

The Ambassador Experience

Looking Back, Looking Forward 2017

Ignite a Legacy of Generosity

Bread of Life: The Spiritual Perspective

Complete Portfolio Management

Looking Back, Looking Forward 2016

Charitable Gift Annuities

Life Insurance

Long-Term Care

Planned Giving