The focus of this luncheon is Legacy Planning through the lens of the financial planning process. We’ll focus on structuring your financial resources for the Glory of God. Lunch is $5. We will meet in Room 101 right outside of Crosspoint’s Auditorium. Learn about our speaker and RSVP below. Please plan to pay with cash or check upon arrival at the luncheon.
Bert Campbell | After graduating from Presbyterian College in 1977 with a degree in Business Administration, Bert joined his father’s firm, Al Campbell Insurance Agency, Inc., where he began a career in the insurance business. In 1983 he became a Chartered Life Underwriter and in 1986 a Chartered Financial Consultant®. In 1995 he founded ACI Financial, LLC. and in 2009 became a CERTIFIED FINANCIAL PLANNER™ . Bert is a member of the Financial Services Professionals organization, the Financial Planners Association, and the Greenville Estate Planning Council.