Broker Check

COMING SOON - NEW Bluffton Location

117 E Elm Street

Bluffton, OH 45817

In Case My Parents Die seminar

We at Faith Investment Services are looking forward to bringing this educational seminar to Bluffton this spring.  Much has been written about the 'rite of passage' from child to caregiver -- and many adults find themselves either caring for aging parents or walking alongside their parents through the later years.   Of course, untimely death can result in the early loss of a parent as well.  

There is quite a bit of unnecessary mystery surrounding this particular transition -- "How do I talk to my parents about their health and ultimately their death? How do care well for Mom and Dad and still respect their independence?  Where do I begin to sort through their affairs after they die?  Will Dad even talk to me about his financial situation? Is there a good way to have these conversations now?"

Join us --

Saturday, April 26 from 9:30 to 11:30 at the Bluffton Public Library, Bluffton, OH

(in the lower level conference room) as we unpack the issues surrounding the death of a parent.  Gary Reese, Investment Adviser Representative, and Scott Basinger, Attorney at Law will discuss legal issues, dealing with inheritance, tax implications, practical ways to comfort & care for parents, and the financial implications surrounding the death of a parent.  

Listen!  We know this isn't a fun topic!!  However, if you are honest with yourself, you know that unless you die first, you will be faced with the loss of your parents.   Why not take a couple of hours in a non-threatening environment and learn how you can be prepared in practical ways?  In fact, this would be a good place to come as a family -- parents and adult children -- to listen, learn, and ask important questions.

There is $10 registration fee (spouse at no additional cost) and the fees collected will be donated to the SHANNON Service Club, based in Bluffton.   Pre-registration is required by emailing

kdunlap@cfdinvestments.com