For clients and advisors alike, finishing one’s life well is a unifying goal. When it comes to leaving a legacy, the final stages of life and business are crucial. But statistics show that while many people begin their lives well, only 1 in 3 finish strong. In this session, financial advising pioneer Howard Dayton outlines the key factors that influence the legacy that clients will leave, and the advisor’s influence on that legacy. Advisors will learn the questions to ask and a process to uncover the legacy the client wants to leave behind through the financial planning process.
After Howard Dayton discovered what the Bible says about handling money, his life was profoundly changed. He went on to write six books and seven small group studies and founded Crown Ministries (1985), which merged with Larry Burkett’s Christian Financial Concepts (2000) to form Crown Financial Ministries. During his tenure, they taught 50 million people in 88 countries. He has also served as host of the nationally syndicated radio programs Money Matters and MoneyWise. Howard transitioned from the role of CEO at Crown and in 2009 founded Compass — Finances God’s Way, which teaches God’s financial principles in 85 countries. He has served as a volunteer his entire career in ministry. Howard’s first wife of 46 years, Beverly, went home to be with the Lord in 2017. They had two children and four grandchildren. Howard resides in the Orlando area with his wife, Lynn.
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1 | 2021 AC Workshop-Finishing Well | Take Test |
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