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“ With over 75 million baby boomers, this decade will represent the largest wealth transfer in history. ”
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“ 90% of services are purchased from LOCAL businesses…if you aren’t found on Google page 1, business is going to your competitor. ”
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“ When families face the sudden lost of a loved one and turn to the church to help, what do you do? ”
News and Events:
- Announcing our “Real Change” Giving Webinar, now available to small groups. Contact us to schedule a convenient time.
Testimonials
- “Charitable Giving PRO is an extraordinary resource for anyone who needs assistance preparing for the loss of a loved one. ”
— Rev. Jim Lee, Renaissance Unity - “When my father died unexpectedly, my mother and I felt helpless. I wish I would have known about Charitable Giving PRO.”
— Kristin Coleman - “In dealing with the passing of a close family member, I was left in the dark. The guidance MyEstateManager provides is unparalleled.”
— Sarah - “I believe every Financial Advisor, Estate Planning Attorney or Tax Professional should utilize EstateManagerPRO.”
— Jeff Rogers, Financial Planner
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