Wilmington, DE, June 6, 2018 – G. Ward Keever, CLU, ChFC®, RHU, AEP, CFS, AIF®, President and CEO of Covenant Wealth Strategies was recently chosen by Osher Lifelong Learning Institute to speak with their “Aging in Place for Success” class at The University of Delaware.
When asked to speak, Ward and his team were honored to support the institute’s purpose of fulfilling the needs of mature adults in the community responding to economical and intellectual offerings. During his presentation, Ward enlightened the audience by thoroughly explaining important financial topics in a meaningful and relevant message for everyone to understand.
In addition to covering the financial basics, Ward also discussed strategies to consider around saving on and for college with 529s, charitable donations, retirement and estate planning, along with discussing what the new tax law means.
Scott Fulton, National Aging in Place Council member, instructor and President of Home Ideations responded to Ward’s presentation by stating, “Educating our growing aging-in-place community on the opportunities to pursue the lifestyle they hope for relies directly upon the people and information we expose them to and the key learnings they take away from each encounter. Quality and timely decisions are important to building wealth.”
Ward is recognized as a top leading advisor by LPL Financial in their Chairman’s Council for his Outstanding Client Service. This prestigious award is designated to 1.3% of LPL’s approximate 15,000 advisors nationwide. Ward has also earned his membership in “The Top of The Table” with The Million Dollar Round Table (MDRT) for his success and accomplishments. Members associated with the MDRT must adhere to strict ethical standards. This special membership reflects a standard of excellence in life insurance and financial services business.
If you are interested in having Ward speak to your organization or if you are interested in learning more about how we can serve your financial planning and investment strategy needs, please contact our office at 302.234.5655 or email@example.com.
About Covenant Wealth Strategies
Covenant Wealth Strategies offers independent and comprehensive financial planning strategies. As our clients' most trusted advisor, the team at Covenant Wealth Strategies is a catalyst, striving to build financial security, see dream fulfilled and create enduring legacies. Our clients’ success and well-being is our number one priority as we strive to put them in a position of strength to make important decisions about what really matters to them.