Menu
Log in

Connecting the New Thought community through Consciousness and Love

Log in

Looking for Member pricing, or a members-only event? Log in to your account!

Times shown are Pacific Time unless otherwise noted.

Workshop: Leave a Legacy That Reflects Your Values

  • Sat, August 02, 2025
  • 9:30 AM - 11:00 AM
  • Zoom

Registration


Register

A Spiritually Grounded Estate Planning Webinar for ANTN Members and Friends

Estate planning is more than a legal process—it’s a sacred act of stewardship. Join us for this heart-centered and informative webinar designed to help you care for your loved ones, express your deepest values, and create a lasting legacy aligned with your spiritual beliefs.

In this workshop, you’ll discover:

  • The essential components of an estate plan—wills, trusts, healthcare directives, and more—while also exploring how your financial and spiritual lives can work in harmony
  • How to ensure your wishes are honored with clarity and compassion
  • How to give back more effectively and build a lasting legacy while making the most of your tax benefits with strategies such as:
  • Donating appreciated stock to avoid capital gains taxes and receive a full deduction
  • Using IRA distributions to fulfill your Required Minimum Distribution (RMD) and lower your taxable income
  • Making tax-smart donations through Donor-Advised Funds (DAFs) and Charitable Remainder Trusts (CRTs)

Register now to begin creating a plan rooted in love, purpose, and legacy. This is a gift you give to those who matter most —and yourself.

Facilitator: Bill Holliday CFP®, AIF®, CSRIC® 

Bill is a comprehensive financial planner who works with clients on retirement plans, investments, taxes, insurance, and estate planning.

Bill offers clients the ability to align their investments with their values through Sustainable, Responsible, Impact investing (SRI or ESG Investing) without reducing their financial return.

Rev. Dr. Bill Marchiony, Administrator

Phone: (831) 372-1159

email: admin@ANTN.org

Address:

7918 El Cajon Blvd., Suite N332
La Mesa, CA 91942

Copyright © 2025 • Affiliated New Thought Network

Powered by Wild Apricot Membership Software