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Foundation Estate Planning Dinner

  • First Lutheran Church 410 Main St Onalaska United States (map)
“Your Estate. Your Legacy.
Fueling Ministry through the First Lutheran
Foundation Fund”

Sponsored by the Foundation Fund Committee, this special event will focus on thoughtful estate planning and giving. Cindy Halverson, our Regional Gift Planner from the ELCA Foundation, will lead the presentation and discussion on how each of us can make informed decisions that will bless our loved-ones and our church. Joining her will be a local financial planner and estate lawyer.

If you are considering an estate plan, reviewing/updating a plan, or would simply like to know more about thoughtful estate planning that will consider your heirs and your church, this session is important for you!  

The presentation will include:

  • the role of a will in planning your estate

  • tax-wise giving tips

  • how to get the best assets to the right beneficiaries

  • why 70% of estate plans fail to pay out the way the donor intended

  • how to express your values through your estate planning

  • resources to accomplish your goals

Curious?  Ask a member of the Foundation Fund Committee for more information.

Dinner will be served, in Fellowship Hall. We encourage you to join us on the evening of March 24.  It will be worth your time.

2022 Foundation Fund Committee:

  • Meredith Hougen

  • Sharon Kjos

  • Michelle Logan

  • Ann Nelson

  • Audrey Vinz

RSVP

Earlier Event: March 22
Funeral for Evelyn Pertzsch
Later Event: April 3
Full to the Brim Small Group