Planning in Uncertain Times — with Brad Breeding
September 24, 2024 - September 24, 2033
Covenant Living is excited to offer a pre-recorded presentation of Brad Breeding’s recent webinar – Planning in Uncertain Times. Throughout this informative presentation, Brad discusses what the COVID-19 crisis will do to the financial markets, and how will it affect your options going forward? How are senior living communities responding to these new challenges – might they become more valuable than ever?
Brad Breeding is the president and co-founder of myLifeSite.net and author of “What’s the Deal with Retirement Communities?”. He provides valuable and objective insights to help guide you through this time of uncertainty. Topics include:
- Helpful perspective on the current financial markets
- How to evaluate your own financial plans in this environment
- The important role of senior living communities in retirement planning
- How the senior living industry and residents are responding to the coronavirus
This is a pre-recorded event, upon registering you will be provided with a private link for viewing!
Planning for the future is one of the greatest gifts you can leave your loved ones. A thoughtful estate plan ensures your wishes are honored, protects your family, and can even make settling your affairs easier for those you care about most.
Not sure where to start? Here’s a helpful guide to walk you through the basics: ... See MoreSee Less
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This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice. For specific advice about the effect of any planning concept on your tax or fina...Comment on Facebook
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August is National Make-A-Will Month – a timely reminder to make creating your Will a priority this year.
According to a 2025 bit.ly/3gGgPhw survey, 76% of U.S. adults don’t have a Will. If you’re one of them, now’s the time to get started. If you already have one, take a moment to review and update it so it reflects your current wishes and family situation.
Having a plan can:
✅ Protect your loved ones
✅ Preserve your legacy
✅ Support the causes you care about
Without a plan, your estate could face delays, unexpected costs, and results that don’t match your wishes.
The Financial Advisors at Covenant Trust will work alongside your legal counsel to help create a comprehensive estate strategy tailored to your goals. Let’s talk about how we can support your legacy planning. Covenant Trust ... See MoreSee Less
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