Palma Ceia
United Methodist
Church

3723 Bay to Bay Blvd.
Tampa, FL 33629

Tel. (813) 837-1541

E-mail:
info@palmaceiaumc.org

Visit us on


Have you considered
First Fruits
electronic giving?

Palma Ceia UMC — Bible Studies

Please Join Us Wednesday Nights
Understanding Your Finances
Hosted by
Palma Ceia United Methodist Church


Wednesday, Apr 28 and May 5
Following Wonderful Wednesday Supper

The In the house of the wise are stores of choice food and oil, but a foolish man devours all he has.  
Proverbs 21:20

In these difficult economic times we are all challenged in being good stewards with our blessings from God. The church recognizes this and is creating a mission to help its family with this challenge. Informational seminars are being prepared to provide professional guidance from caring hearts. 

These seminars are scheduled during the Wednesday night dinners on April 28th and May 5th. This is a new mission that is purely for your benefit. To assist in making sure that you get the most out of these presentations, the following survey of 14 questions has been prepared for your review and assistance in developing our seminar to best suit your needs. 

Please select the ones that interest you the most to guide us in making sure you find the seminars beneficial.  Then simply click the "SUBMIT" button at the bottom of the page to send your answers to our church staff.  Thank you!


 

PCUMC FINANCE SURVEY

PLEASE CHECK ALL THAT APPLY:* What are the best ways to save and invest now for retirement.

How has the market changed (i.e. the NEW normal).

How can I protect myself from major market losses.

How do I know if I am making good investment decisions.

I do not know what will happen to my assets upon my death.

I've heard about Wills and Revocable Trusts, but I don't know if I need one.

I have minor children, and I want to designate who should be their guardian upon my death.

I am concerned about the estate tax that my estate might potentially owe upon my death.

I've heard that probate is a bad thing, but I don't understand what the process entails.

I worry about what happens to me if I pass away, what happens to my family financially if I pass away.

I worry about if I get sick or hurt and can't do my job, how will my family survive.

I worry about the changes with the healthcare bill and how that will affect long-term care benefits under Medicare.

I'm looking to grow my money tax efficient for the next 10 to 20 years and pay little to no capital gains tax.

I'm concerned or I want to find the solution to guaranteeing I'll never run out of money when I retire.

Verification No.:*
contact form faq