David Munn, of Munn Wealth Management, tells the story of a couple who worked blue collar jobs, but always lived frugally. The wife set aside a little money every paycheck, quietly buying stocks and other investments over the years, and always maintained the household budget. Well into their retirement, the husband was shocked to discover they had amassed an investment portfolio of over $1 Million!
Prov. 13:11 says: “Wealth gained hastily will dwindle,
but whoever gathers little by little will increase it.”
Water For Ishmael is excited to announce our new Wealth Management presentation series. This is a fundraising event designed to benefit both WFI and you by educating you on important money-related topics. Please plan to attend one or both of the sessions.
Thursday, May 16, 7-8pm
Session 1: Retire when you want to – an informative discussion of the issues facing retirees, including:
-The Biblical perspective on retirement
-Determining when you can retire
-Retiring before age 59 1/2
-Planning for health care and long-term care expenses
-Minimizing your tax burden
-Maximizing your social security benefits
Thursday, May 30, 7-8pm
Session 2: Strategies for effective investing and tax reduction
-Developing an effective strategy to meet your objectives
-Maximizing the benefits of segregating your IRA, 401(k) and Roth IRA
-Tax-saving strategies (all legal!)
-Making the most of your charitable giving
Both trainings will take place at Washington Church 3925 W Central Ave 43606.
There is no cost to attend. However, a freewill offering will be taken, with all proceeds going to WFI. Munn Wealth Management has agreed to match your donations to WFI dollar for dollar.
Please RSVP by email (preferred): info@WaterForIshmael.org; or phone: (419) 720-8089