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Thinking of Ideas

Legacy Gifts

Start with comprehensive financial planning!

Seminar Topics

FocusON Seminars by Broadridge Advisor Solutions

FocusOn Seminars are topic-focused approximately one-hour presentations. These are powerful FINRA-reviewed presentations. The presentations are in-depth, single session seminars focused on the topics most important to our clients. 

  • Single-Session Seminars

  • Updated Seminar Content

  • Full-Color Workbooks Available

Estate Conservation

Preserving Wealth for Your Heirs

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$25 Fee
Empty room with windows

Tax Planning and Your Retirement

Consider the Value of Tax planning on Your Retirement. 

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$25 Fee
Architect at Work


Planning Responsibly for Tomorrow

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$25 Fee
Cafe Owners

Estate Planning Basics

An Overview of the Estate Planning Process

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$25 Fee
Couple Sitting with Financial Advisor

Advanced Estate Planning

An Overview of Some Sophisticated Estate Planning Strategies

Team meeting
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$25 Fee

Retirement Income

Charting a Course to Help Your Money Last

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$25 Fee

Health Care & Wealth

How Health Can Affect Your Wealth in Retirement

Senior Couple
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$25 Fee 

Making the Most of Social Security

Retirement Income Enhancing Strategies

Elderly Woman at Gym
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$25 Fee

Broadridge Advisor Solutions, a global Fintech leader with more than $6 billion in revenues, provides the critical infrastructure that powers investing, corporate governance and communications to enable better financial lives. Broadridge serves more than 125,000 financial professionals and offers the greatest selection of marketing tools available. 


Church Organizers Foundation is not owned by, affiliated with, or supervised by Broadridge Advisor Solutions.

"For the ministry of this service is not only supplying the needs of the saints but is also overflowing in

many thanksgivings to God."

2 Corinthians 9:11

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