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The Foundation of FirstHealth is
committed to a healthy and financially
secure community and offers a confidential
one-hour review of your estate-planning
strategy and financial plan as a continuing
service to our friends and benefactors.
The sessions are conducted by our
financial consultant, James E. Connell
FAHP, CSA. Mr. Connell is paid a set
fee by the Foundation to conduct its
charitable estate and gift-planning
program, and does not sell or promote
commercially available financial products.
If you need further assistance with
the development or implementation
of your plan, you will be referred
to your personal advisers. The personal
estate planning consulting service
is complimentary, and all information
is confidential.
Please contact Polly Bell at (910)
695-7513 or e-mail pbell@firsthealth.org
to arrange for a meeting time.
JAMES
E. CONNELL FAHP, CSA
James E. Connell FAHP, CSA has an
active 34 year involvement in fund-raising
and charitable estate planning. He
currently assists charities throughout
the U. S. and Canada grow their future
endowment funds while helping donors
increase their income and decrease
their taxes.
Mr. Connell holds B.S. and MEd. degrees,
is a Fellow of the Association of
Healthcare Philanthropy and a Certified
Senior Adviser. His careers include
being a college professor, fund-raiser
and consultant in estate and gift
planning.
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