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5/06
- Christ Church Planned Giving
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- Estate Planning is Essential for Every Household
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Families of all ages should be thinking about the different sorts of contingencies that may affect them. At the very least, families need to have wills. As we move into the latter periods of our lives, other types of considerations in the area of estate plans should be made. Are you confident you have made appropriate plans for your loved ones should unforeseen circumstances occur?
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We at Christ Church are fortunate to have had our investments managed for the past twelve years by Charley Ferrone, our well known and loved parishioner. Charley has served the Church in almost every capacity during his long membership here. As he exits the management of our endowed funds, his colleague at Pension & Wealth Management Advisors, Royal Alliance, Neil McInnes will seamlessly replace him as our fund manager. Neil and his group were selected after an extensive study of five money management firms in the area and representative presentations made by each of them.
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On Sunday, May 7, following the 10 o’clock service, Neil will be with us to explain the fundamentals of estate planning to what we hope will be a large group of parishioners This will be an excellent opportunity to learn how you can plan your financial future, ask questions, and hear about what steps you should take to protect your family and your savings for the future. We are delighted that Neil will be coming. He and his firm have special expertise in this highly complex and constantly changing field.
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We look forward to seeing you.
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Faithfully, Your Planned Giving Committee,
Alan West, Chairman
Jim Clauson
Greg Daoust
Charley Ferrone
Joe Leghorn
Duff Lingard
Harding Ounanian, Jr.
Peter Tower
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