Jamie Detweiler, CFP®, CAP®, an Everence Financial Planner, will be offering an Estate Planning Seminar at Fairmount on Monday, May 20, at 1:30pm. The seminar will be held in the Wheat Ridge Gathering Room at 2100 Wheat Ridge Dr. on the west side of the Fairmount campus. The seminar, entitled Estate Planning Basics, is free and open to the public.
In addition to serving as part of the trust and estate team in Lancaster, Jamie provides families, churches and businesses with investment, insurance and financial planning services. Coming from a background of service to the community through state government, Jamie has appreciated the opportunity to continue to serve clients as they navigate the complexities of the financial industry.
Jamie and his wife, Sarah, and their three young children live in Lancaster, PA and are active members of Petra Christian Fellowship in New Holland. Jamie is a graduate of Messiah College.
“I view my role as a financial planner with Everence as an opportunity to serve my clients by partnering with them in their effort to make their financial goals a reality. I believe it is critically important to have a financial planner who can walk alongside you as you work to accomplish your financial goals.”
Bring all of your questions. Everence offers a distinctive approach to estate planning that combines your faith and values with your enduring goals and aspirations. We’ll help you develop a financial strategy filled with purpose that can empower you to enjoy retirement and care for the people and causes you hold dear.
While there is no charge to attend, please call 717.354.1893 to reserve a seat.
