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Stewardship & Estate Planning

Rick Kasel, x. 435 email: rkasel@theshepherd.org

Bible Based Stewardship Education - We use the Crown Financial Ministry series for formal education on God's principles for the Christian in financial matters.  These are 12-week courses of 2 hour small group meetings utilizing a student manual and a student workbook.  In this course you will create an actual working budget, debt reduction plan and an investment strategy.  We are currently offering the small group study for adults, but we plan to add the youth and college/career modules.

Financial Counseling - We will meet with individual members to discuss financial challenges and work with them to find appropriate solutions to their individual situations.  We will help with debt reduction, savings & investment, major purchase decisions, lease vs. buy, etc.

Planned Giving - We provide advice and direction for major gifts, bequests, Charitable Remainder trusts, and directed donations.

Estate Planning - We conduct, from time to time, estate planning seminars and will provide the opportunity to have wills and trusts drawn up for church members.  We are interested in volunteers who are professionals in Investment, Tax Accounting, Insurance, Real Estate, Financial Planners, and Estate Law that would be willing to serve in an advisory capacity.