Acting in Faith: Estate and Charitable Planning in Uncertain Times

Estate and charitable planning may have entered your mind given the uncertainties facing all of us. Several Friends have told us that they’re getting their affairs in order. Please join us for this informative event with Colin Saxton and Dennis LeFevre from Everence that you may find useful as you plan for the future.

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Colin Saxton serves an Everence^® Stewardship Consultant helping individuals, congregations and non-profits integrate faith and finance through stewardship services and financial resources. With a passion for thriving communities of faith, Colin serves as an instructor for the Lake Institute workshop, Cultivating Generous Congregations. He acts as a liaison to the Friends/Quaker world and seeks to deepen connections, encourage generosity and facilitate a vision of holistic stewardship with other partners in the Pacific Northwest.

Dennis LeFevre, CFP®, is a Certified Financial Planner™ and serves as an Everence Financial Consultant, as well as a Everence Foundation Charitable Advisor, helping individuals and groups integrate their finances with faith values through insurance and financial services. Dennis is licensed with ProEquities and Everence Trust Company, to help clients with fee-based or commission-based investment advice. Prior to joining Everence in 1997, Dennis spent 11 years in lending and bank administration.

Robin Mohr has served as Executive Secretary of the Friends World Committee for Consultation Section of the Americas since 2011. Before FWCC, she worked for the California Child Care Resource & Referral Network, the Lasallian Education Fund and the American Red Cross. Robin began her career with three years in the international volunteer corps of the Fourth World Movement after receiving her Bachelor of Science in Foreign Service (Regional Studies: Latin America) from Georgetown University. A native of California, she was a Representative of Pacific Yearly Meeting to FWCC before assuming this staff position.

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Advisory services offered through Investment Advisors, a division of ProEquities,Inc., Registered
Investment Advisors. Securities offered through ProEquities Inc., a registered broker-dealer, member
FINRA and SIPC. Products and services offered through Everence Trust Company and other Everence
entities are independent of and are not guaranteed or endorsed by ProEquities, Inc., or its affiliates.

Dennis LeFevre is licensed to discuss with and/or offer financial services and/or products to residents of
Arizona, Arkansas, California, Colorado, Connecticut, Delaware, Florida, Georgia, Idaho, Illinois, Indiana,
Kansas, Michigan, Minnesota, Missouri, Montana, Nebraska, New Mexico, New York, Nevada, North
Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, South Dakota, Texas, Utah and
Washington.

CFP(r), Certified Financial Planner(tm), and CFP(tm) are owned by the Certified Financial Planner Board
of Standards, Inc., and are awarded to individuals who successfully complete the CFP Board’s initial and
ongoing certification requirement.