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LETU Foundation to Host Financial Legacy Seminar Feb. 12 in Frisco, Texas


01-22-2020

The LeTourneau University Foundation is hosting a free financial legacy planning seminar titled “It Begins With a Plan” from 12:30 to 2:30 p.m. on Wednesday, Feb. 12, at the Bank of America offices at 1 Cowboys Way at The Star (Dallas Cowboys Headquarters) in Frisco, Texas.  The event is free, but attendees are asked to RSVP by sending an email to leavealegacy@letufoundation.org or by calling Michelle Fritz at (800) 259-5388.

“Anything good and purposeful in life begins with a plan,” said Tom Bevan, executive director of the LeTourneau University Foundation.  “When it comes to our retirement, estate, gift and legacy plans, having an effective, all-inclusive and tax-efficient plan is essential, especially with all the complexities of the current tax code!”

With over 20 years of experience in financial planning, trusts, annuities, estate and legacy planning, Bevan knows which plans and financial instruments can help people ensure that the things the Lord has entrusted to them are safeguarded for generations to come as their final legacy. 

 “At this event in Frisco, we will review some time-tested material to assist in leveraging assets to assure maximum tax benefits,” Bevan said, “and we also will hear from seasoned professionals from Bank of America’s Wealth Preservation Team. 

“After an unexpected, often untimely death, few have ever said, ‘I saw this coming,’ and that’s precisely why it is important to put our affairs in order now with due diligence, regardless of our age,” Bevan said.  “As Americans in the United States, we have a unique right and privilege to direct our affairs at our death—with great specificity.  Doing so is essential if what we want to see happen does, in fact, happen, after we are gone.

“For those of us who know Christ and are called by His name, even a greater weight is the fragile, perishable nature of our legacy,” Bevan said.  “All we have sought to do and be for the Lord, and the unfailing faithfulness He demonstrated to us, can only be an encouragement to future generations if we purpose for that to be so.  Assuring that our story, and what we have accumulated, is both a proper blessing and motivation to future generations can only be assured if we incorporate that narrative and direct our assets intentionally and strategically in our estate plans.”

The LeTourneau University Foundation’s stated mission is to be a blessing to others by helping them in the area of proper planning and programming to ensure future generations are cared for and ministries are perpetuated for continued impact.

“What occurred in the early life of Israel is instructive to us and can be avoided,” Bevan said. “In Judges 2:10, the Bible tells us that a generation rose up that knew not the Lord nor the works which He had done.’  In short, their ‘story’ (God’s story) was lost on a succeeding generation. The result was disastrous.  We want to help those who seek to leave a legacy of faith to the next generation, so that generation may also flourish in faith in their lifetime.”

LeTourneau University is the Christian polytechnic university in the nation where educators engage students to nurture Christian virtue, develop competency and ingenuity in their professional fields, integrate faith and work, and serve the local and global community. LETU offers undergraduate and graduate degree programs across a range of disciplines and delivery models at LETU’s residential campus in Longview, Texas, hybrid options at centers in the Dallas and Houston areas and fully online programs. For additional information, visit www.letu.edu.


Categories: Development, Foundation