Financial Breakthrough Classes
Sunday Night FINANCIAL Classes
January 10th – BUDGETING (Spending Plans): Paul Carter (The Paul Carter Agency)
Paul Carter graduated from the University of Mobile in 1982 with a B.S. in Business Administration. After graduation Paul held various positions in management, sales and insurance. In 1989 he became president of Hermann, Carter & Van Antwerp, Inc., which was the oldest insurance and real estate agency in the Mobile area since 1891.
In 2008 he founded The Paul Carter Agency, Inc. which sells residential and commercial real estate, as well as land. In addition they are property managers, handling anything from home rental to commercial shopping center leasing. They also sell and service commercial and personal insurance throughout the Mobile and Baldwin area.
Personally, Paul has taught budgeting on numerous levels for more than twenty years. Paul teaches Personal Finance which includes Budgeting (Spending Plans), Savings and Checking accounts, Investments, Insurance, Real Estate and more.
This is a great class for everyone and every age group to gain insight and instruction on Budgeting or creating a Spending Plan. There will be Q & A time as well as hands on instruction. Forms will be provided. This class is FREE and open to the public.
January 17th – WILLS, TRUSTS, ESTATE PLANNING: Vaughan Drinkard (The Atchison Firm)
Vaughan Drinkard, Jr. is a native of Mobile, Alabama. Having begun the practice of law in 1977, he has devoted a large amount of his practice to individual, small business, and church members’ personal estate protection and preservation through the use of revocable living trusts.
A member for many years in the Alabama Defense Lawyers Association and the National Network for Estate Planning Attorneys, Mr. Drinkard now devotes most of his private law practice to assisting individuals in planning for protecting and preserving their estates in case of disability, creditor attacks, probate avoidance, long-term care matters, and other associated problems.
Mr. Drinkard is a partner with The Atchison Firm, P.C., a law firm with more than two hundred and fifty years of combined legal experience that is located in Mobile, Alabama.
Anyone over the age of nineteen will benefit greatly from this presentation. There will be ample time for Q & A. This class is FREE and open to the public.
January 24th – DEBT REDUCTION: James Torian (Primerica)
James Torian has been a national financial coach for sixteen years. He is on a crusade to help one million families to become debt-free and financially independent. James is committed to give individuals and organizations the tools to destroy debt and to reclaim control of their finances.
Through his coaching, people gain money management skills and are empowered to make informed financial decisions. James embraces the biblical model of financial freedom and he is committed to seeing people set financially free through the application of biblical principles.
If you want to get out of debt and stay out of debt, don’t miss this class. There will be instruction as well as Q & A. This class is FREE and open to the public.
January 31st – INSURANCE, INVESTMENTS, REAL ESTATE: Steven Bond (Ozark Insurance), Glenn Goff (National Planning Corp.), Mary Carpenter (Prudential Cooper)
Steven L. Bond was licensed 1978 in Louisville, Kentucky with Preferred Risk Insurance Company. Achieved Top 100 agents in the company, 1979. Moved to Bowling Green, Kentucky in 1980 as acting office manager for Preferred Risk. He opened his own agency in 1980, Full Line Agency. Steve moved to Mobile, Alabama in 1983 with Standard Life & Accident Insurance Company. He was asked to manage Ozark Insurance Agency in 1990. He became part owner in 1993 and full owner in 1996. Ozark Insurance offers: auto, home, life, motorcycle, boat, RV, travel trailer, and some small commercial auto. Ozark Insurance is a top 2 producer in the state for special lines insurance (motor cycle, boat, etc) for Progressive Insurance Co.
Mary Carpenter graduated from the University of Mobile in 2001 with a B.S.N. degree. In her first year of real estate Mary was awarded “Rookie of the Year.” She was designated E-Certified through the Prudential Real Estate Affiliates, Inc. Mary is Licensed through the Mobile Area, Alabama and National Association of Realtors. She is a “Million Dollar Club Member.”
Glenn Goff graduated in 1983 from the University of Alabama in Tuscaloosa with a degree in Corporate Finance and Accounting. Glenn has been an Investment Manager for over twenty-six years dealing with insurance, investments and financial planning. He is an expert in bond management. Glenn employed with National Planning Corporation.
This will be a Q & A format with a round table of experts on Insurance, Investments and Real Estate. This class is FREE and open to the public.
ALL Classes are FREE & Open to the public
WHERE: Cross River Church :: 601 Zeigler Circle E :: Mobile, AL 36608
WHEN: 6:00 pm – 7:30 pm
WHO: All classes are open to the public
COST: All classes are FREE