CARES Act: CREATIVE CHARITABLE GIVING STRATEGIES
When planning for your family’s wealth, do you want to use people who can tell you how to get there but leave you on your own to figure out what to do? Or, would you rather use someone who can carefully walk you through the entire wealth stewardship planning thought process?
Investing with Biblical Integrity (PTS 700)
The Biblical Responsible Investment Movement Does God care how we invest His resources? This is a profound question that few Christian advisors consider. But as stewards of His resources, it is a question that we should be compelled to ask and to answer. In this course, you will see the biblical basis for this approach […]
Case Study #4: The Murphy Family (PCS 400)
The process in this study creates Intentional Transformation for families and businesses by guiding them to discover the greatness, growth, governance and generosity in their story.
Case Study #3: The Patterson Family (PCS 300)
The process in this study creates Intentional Transformation for families and businesses by guiding them to discover the greatness, growth, governance and generosity in their story.