🎯 Financial Foundations: Your Roadmap to Protection and Growth
Mon, Jan 26
|Crossroads United Methodist Church
Learn the three essential steps to financial security. Protect your wealth with correct account titling & beneficiary forms. Invest confidently with a clear understanding of stocks, bonds, & mutual funds. Plan for the future by knowing the benefits & risks of annuities. Simple steps, massive impact.
Time & Location
Jan 26, 2026, 7:00 PM – 8:30 PM
Crossroads United Methodist Church, 43454 Crossroads Dr, Ashburn, VA 20147, USA
Guests
About the event
Get ready to take control of your financial future! 💰 Through this engaging workshop, you'll be able to demystify your money and gain control! In this practical class, you'll learn the crucial difference between simple account ownership and beneficiary designations to ensure your wishes are met. We’ll cover the essential building blocks of investment (stocks, bonds, and mutual funds) and give you an unbiased look at annuities so you can make informed decisions. Start your journey toward financial clarity and confidence.🚀
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This Financial Wellness course is taught by Tom Kestler. Tom has been involved in the financial planning field for over 45 years. He is a graduate of Millersville State University and the College for Financial Planning in Denver, Colorado (for which he has acted as an adjunct instructor) and carries the Certified Financial Planner (CFP) designation. He has also been awarded the Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC) and…