CONNECT

Address:

2400 Lakeview Parkway, Suite 550
Alpharetta, GA 30009

Phone:

(678) 647-8040

Fax/Other:

678-935-3990

Workshop: Personal Financial Wellness

Personal Financial Wellness

In October 2018, Kelly Gallimore will be leading a discussion on financial wellness at the Cooperative Baptist Fellowship national office.  This is part of a 2-day event for the Ministerial Excellence Initiative, made possible by a grant from The Lilly Foundation. 

Topics include:

  • The pillars of a strong financial foundation
  • Steps to building your financial foundation
  • Understanding your financial personality
  • Financial life phases
  • Considerations for insurance
  • Estate planning
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck