Planning Well: A Conversation about Faith, Family and Legacy - Update

Written By Naomi Staruch

Barbara Kristiansson and Sandra Anderson had a captive audience on March 1st. Their presentation was very informative as well as engaging and thought provoking. The 35 people in attendance asked several questions that led to a great conversation about planning well from the perspective of faith, family and legacy. We plan to offer this session and similar topics in the future.

Planning well is a gift to the people you love, and to the community you care about. At this gathering, two Bethlehem members with financial planning experience, Sandra Anderson and Barbara Kristiansson, will discuss some of the documents that are important for people to have in place regarding health care decisions and financial management of assets. Information will be clear and non-technical, nothing will be sold, and you will not be asked to make any commitments.

This seminar will be helpful if you:

  • Haven’t reviewed your will or beneficiaries recently or ever.

  • Wonder how charitable gifts fit into an estate plan.

  • Want to make things simpler for your family.

  • Are curious about how legacy gifts support Bethlehem’s mission.

  • Are unsure where to start.

Naomi Staruch
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Planning Well: A Conversation about Faith, Family and Legacy