Our Financial Journey | Charter Oak Church

Freedom from financial friction,

one step at a time.

COMING SOON TO CHARTER OAK CHURCH

The path to financial peace is not a sprint, it’s a marathon. At Charter Oak Church, we are not trying to sell you any products or experiences. The goal of our team is simply to provide people with knowledge and wisdom in their finances that will lead each person to a life of peace and teach them how to create a Biblical legacy. Through a series of upcoming workshops and other beneficial resources, we will provide practical and common sense steps that will help you wherever you are on your financial journey.

Upcoming Workshops (Dates TBD)

Speaker: Chuck Knox, Financial Planner

FINANCIAL LEGACY OVERVIEW

More than 70 percent of us lack a proper will or estate plan. As a result, thousands of dollars, accumulated over decades, are wasted or end up in the wrong hands. No matter your age, income or value of your estate, provide your family with a lasting gift—a plan that protects your assets and ensures your wishes are carried out properly. Get started today by attending our Legacy Planning Workshop.

Speakers: Dan Krivoniak, David Vinopal

TAKING THE FIRST STEPS

For you to experience success, you must first understand the key to the whole process -- budgeting. But don't let the "B" word scare you. At this workshop, we will show you a simple process of how you can add budgeting to your life and not be deprived of what you enjoy.

Speaker: Rob King, Attorney

ADDRESSING THE LEGAL ISSUES

Trying to get all of your necessary legal documents in order can be a confusing process. We will break down important legal issues such as wills, power of attorneys, advance directives, and more to provide the proper knowledge and "how to" to get your house in order.

Speaker: Fred Haas, Financial Advisor

USING HIS BLESSINGS THROUGH INVESTING

Our brilliant forefathers knew we would struggle with money. That's why they put the message "In God We Trust" on every piece of it. In this class, we will deep dive into saving and investing that will allow you to live a stress-free life, and ultimately achieve the goals and legacy you desire.

Speaker: Dwayne Ross, Attorney

CREATING A BIBLICAL LEGACY

In the Bible, God makes over 700 direct references to money. Even so, many followers of Jesus have never considered what the Bible says about their finances. In this session, we will dive into Biblical financial principles, examine how they impact every stage of life, and instruct how you can you create a Biblical legacy out of God's blessings.

Speaker: Kelly Frederick, Funeral Director

PLANNING FOR THE END OF LIFE

In this class, you will hear about the various aspects of end of life planning such as funeral, cremation, and burial services. You will learn how to navigate these waters and how preparing in advance can make all the difference for you or a loved one.

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