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We invite you to join us for a very special kind of financial planning seminar. It is designed for people at Unity Center of Spiritual Growth who would like to help themselves and the church financially.

Our instructor is Charlie Ker. Charlie has helped people with their financial planning for many, many years. In this seminar he will introduce participants to:

  • As you reach the age of 70 and a half or older, there are ways to make contributions directly to the church that can reduce your taxes. Let Charlie show you how to use QUALIFIED CHARITABLE DISTRIBUTIONS that serve both you and Unity.
  • In addition, as you prepare your wills, Charlie can introduce you to all the different types of accounts you can use to name the church as a beneficiary in a bequest.

Charlie promises the session will be HIGHLY INTERACTIVE, so bring your questions and your issues and feel free to ask questions.

CHARLIE KER tells us: “I’ve seen the good, the bad, and the ugly in financial situations, and because I grew up in a home that struggled to get a grip financially, I know what it feels like to be anxious around money.”

That’s why Charlie started CenterPointe Financial. His mission is to help his clients simplify their financial lives and gain financial confidence. Charlie leads with the heart of an educator, and he strongly believes in the role of communication to build healthy, long-term client relationships. Charlie lives in Spokane with his wife, Rebecca. Married since 1996, they have two West Highland Terriers, Oliver and Lulu. They enjoy traveling, wine tasting, Christmas movies, and spending time with family and friends.