Life and Legacy Seminar

April 20th, 2024 I 9:30-11:30 AM I At Urban Vision I Space is Limited

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What is Life and Legacy Seminar?

As a follower of Jesus, each of us wants to be faithful in everything the Lord has given us. Come learn the most tax-advantageous ways of supporting the kingdom both during your life and when considering your legacy. The Life and Legacy Seminar is an opportunity for you to learn from Randy Fairfax, a Certified Financial Planner professional, and Attorney Don Plum the different ways you can manage whatever God has given you for His glory. You can expect to learn different tools for estate giving and planning, how to best use non-cash assets such as houses and vehicles, and how to view stewardship holistically.  

Randy Fairfax

For the past thirty-five years, Randy Fairfax has enjoy helping “families steward the wealth they have in line with their goals to transition their values and their resources. This requires consideration of how best to allocate their resources for growth that meets risk and return expectations, business succession, and tax-efficient wealth transfer.”

“Randy encourages his clients to steward their resources. Not only their wealth, but their wisdom, values, time and talents, too. In so doing, he goes beyond wealth management to improve business and family relationships as well.”

Randy graduated with BS & MBA in the University of Akron. He was a founding board member of Urban Vision.

To know more about Randy please click here.

Donald S Plum

“Attorney Donald S. Plum has been practicing law in Northeast Ohio for over 35 years, preparing estate planning documents for thousands of clients and advising them on estate planning and probate. He has substantial experience in creating Wills, Trusts, Powers of Attorney, and Health Care Directives for his clients, and has represented clients in administering probate estates in Summit, Stark, Portage, Medina, Wayne, and Cuyahoga Counties.”

Don graduated from the University of Virginia and the University of Michigan Law School.

To know more about Don please click here