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Estate Planning Classes for Christians

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Estate Planning for Christians

How can we plan our estate in a way that reflects our Christian values?
Explore how to craft an estate plan that ensures your legacy honors God and provides for your loved ones. This course will guide you through the biblical principles of stewardship, offering practical steps to protect your family while advancing the Kingdom.

  • Create a will and trust that align with your Christian values.
  • Manage taxes and protect your heirs with biblical strategies.
  • Plan your legacy to serve both your family and the Kingdom.

Learning Objectives

After completing this course, you will be equipped to:

Understand the biblical foundations of estate planning and stewardship.

Create an estate plan that reflects your Christian values and legacy.

Navigate the complexities of wills, trusts, taxes, and charitable giving with confidence.

Protect your family’s future while honoring God through your financial decisions.

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Your Instructor:

Tim Flick

Tim Flick is the founder of Cornerstone Financial Advisory, LLC, and a Certified Financial Planner™ with over 20 years of experience. He specializes in integrating biblical principles into financial planning and holds the Certified Kingdom Advisor® designation. Tim’s passion lies in helping clients achieve their goals with faith-based financial strategies.

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Tim Flick, CFP®, CKA® - Founder, Investment Advisor

Interested in Attending A Class?

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Resources

Estate Planning
Checklist

A step-by-step guide to creating a faith-aligned estate plan.

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Legacy
Workbook

Practical exercises to define your values and the legacy you want to leave.

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Sample Will and Trust Templates

Templates to help you get started with your own documents.

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Frequently Asked Questions

This course is designed for Christians as they consider how their estate plan can align with their biblical values. However, this course is open to anyone interested in learning about estate planning. 

There is no need to have an existing estate plan. We'll walk you through basic and advanced principles of estate plans that can either help you get started on your estate plan or continue working on it. 

This course offers general estate planning strategies, not a plan that's specific to your needs or goals. Schedule a call with our financial advising team to learn more about personalized estate planning advice. 

 

Cambridge does not offer legal advice. Please consult with an attorney for legal advice.

Estate Planning:
A Steward’s Perspective

Webinar

February 27, 2024

12:00 pm EST

This free webinar will address your estate planning questions from a faith-based point of view. In it, you’ll learn:
  • Why passing on wisdom matters more than passing on wealth
  • Your options for what happens to your wealth after you pass
  • The aspects of your estate to consider from a steward’s perspective

Interested in Attending The Webinar?

Click below to register.

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