AND THE SURVEY SAYS…

3 Important Planning Topics You Should Consider

Sunday, October 18, 2026 | South Lobby Classroom | 12:30 pm

David Duncan of 1090 Strategies, Inc.

Estate and retirement account planning can feel overwhelming — full of unfamiliar terms, complicated forms, and decisions we’d rather put off. That’s exactly why we’re hosting a short, practical seminar designed to answer the questions families ask most.

Join us right after service for “And the Survey Says — 3 Important Planning Topics You Should Consider,” where we’ll break down three areas that matter for you, your family, and the ministries you care about.

Probate: Questions and Answers

What is probate, and will your family really have to go through it? We’ll answer the most common questions and share simple steps to help avoid the cost and delay probate often brings.

Retirement Accounts: Ways to Maximize Them for Family & Ministry

Retirement accounts can do more than fund your future — they can also bless your family and support ministry. We’ll cover the Qualified Charitable Distribution, naming a charitable beneficiary, and the “Give-It-Twice” Trust.

Essential Documents: 3 That Simplify Matters for Your Family

A little preparation now saves your loved ones a lot of stress later. Learn why a Power of Attorney, a Letter of Instructions, and a “What & Where” list are three of the most valuable documents you can put in place.

Whether you’re just beginning to think about these topics or ready to fine-tune an existing plan, this seminar will give you clear, actionable guidance — no jargon, no pressure.

Mark your calendar: Sunday, October 18, 2026, at 12:30 pm in the South Lobby Classroom.

We hope to see you there!

If you’ve met with David in the past and would like to move forward with your planning, there are personal consultation times available on Monday, October 19th. Call the Church Office at (480) 981-0802 to schedule an appointment.