Join us for Financial Foundations: Cultivating Faithful Financial Stewardship, a comprehensive 4-part financial training series designed to empower you with essential knowledge and practical strategies for responsible financial management. Bert Pearlman, a member of our North Atlanta family with many years of experience in the financial planning industry, will guide you through key concepts, from basic financial principles to advanced planning strategies, all presented through the lens of faithful stewardship.

The third session of this series, Planning for Tomorrow, will take place on Sunday, July 27th from 1:30 to 3:30 pm in Room 106. This session will transform your long-term vision of faithful stewardship into reality and focus on retirement planning and achieving important life goals. We'll discuss how to balance risk and reward based on your age, minimize tax impacts, account for inflation, and integrate Social Security into your plan. Special attention will be given to healthcare and long-term care considerations that can significantly impact your financial security. Develop a clear roadmap for your financial future that adapts to your changing needs while maintaining principled stewardship.