Financial Well-Being Workshop Planned for November 11
Spiritual well-being and financial well-being go hand in hand. With the recent call for a new pastor we are on the road to fulfilling our spiritual needs. The Board of Administration, as part of the November’s month of stewardship, is sponsoring a workshop “PROMOTING FINANCIAL WELL-BEING THROUGH THE GENERATIONS.”
The workshop is being held in St. Mark’s Fellowship Hall on Saturday, November 11, 2023 beginning with sign-in at 8:30 a.m. and ending with a wrap up at 2:30 p.m. The workshop, which is open to all St. Mark members and friends, is free, and a box lunch will be provided by Thrivent.
Financial planning begins at birth – the birth of a child, a grandchild, a niece or nephew, and it doesn’t end until the final goodbyes. This workshop hopefully will answer many of your questions about planning for a fulfilling financial life. The workshop is your opportunity to hear from experts about all the planning and decisions that are important to your financial well-being – whether it be about student loans, establishing a retirement plan, writing a will or deciding who should have power of attorney. It’s making a plan for health care needs and talking to your family and clergy about life decisions. Financial planning is for all ages!
Meet the Speakers
Craig Satterfeal is known to most St. Mark’s members. He is a Financial Consultant with Thrivent in Huntsville where he has worked for many years with families regarding Individual Retirement Accounts and retirement planning. His expertise is setting up financial plans as well as trust, endowments, and legacies.
Paul W. Frederick is a member of Maynard Nexsen’s Corporate Securities and Tax practice group. His practice focuses on estate planning and related tax issues including fiduciary advisory services and family business issues. Paul is a member of the Alabama State Bar Association, Huntsville-Madison County Financial and Estate Planning Council, and is a City of Huntsville Tax Hearing Officer.
Dr. Lanita Carter is Director of Medical Education and Student Services at the University of Alabama School of Medicine, Huntsville Regional Medical Campus. She is a native of Madison County, and has served on the Advisory Board for Huntsville Hospital’s Hospice Family Care. She has expertise as well as a passion for working with families and individuals to identify support and resources for hospice and palliative care.
Kathy Sieja is a Licensed Counselor, who maintained a private practice in Huntsville for 25 years. She worked with many clients on end-of-life decisions for themselves, aging parents or relatives, and other relationships. She has taught classes on aging, fourth quarter decisions, and grief-related issues, oftentimes focusing on how to talk to your family and friends about end-of-life issues.
Dr. Kathleen Corpus is a Professor Emerita at Shepherd University in Shepherdstown, WV. Following a long career in academia where she taught personal finance, consumer economics, and family policy, she has helped many students through the student loan and financial aid maze. Student loans have become a financial consideration for the young child to grandparent stages of life, and consequently an important part of a family’s financial planning.
Workshop Agenda
A sign-up sheet is posted in Communication Central so we can get a count for lunch and set up.
Attendees will hopefully stay for the entire workshop, but people are welcome to come for
individual speakers realizing the times have some flexibility.
