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Thu, Jul 11

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MEA Chapel

Estate Planning Basics

Estate Planning Basics
Estate Planning Basics

Time & Location

Jul 11, 2024, 2:00 PM – 3:15 PM

MEA Chapel

About the event

Class description: Have you ever wondered how to plan your estate? If so, then this class is for you! This class will provide an overview of how to plan your estate, as well as review different documents and how they will provide for your loved ones.

About the Teacher: Jim Brown has been the president of the Western Adventist Foundation since 2001 (which is the organization that provides trust services for the Montana SDA Conference and constituents). He started working at WAF in 1989, became the President in 2001, and serves as the Trust Director for the Montana SDA Conference. Jim started working in Trust Services in 1988. He has a Bachelor’s degree and a Master’s degree in Business Administration. He is a Certified Specialist in planned giving. He lives in Chandler, Arizona, with Cindy, his wife of 41 years, and their two cats.

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