Registration

"Understanding Your Financial Foundation"

Thursday, January 22nd - Friday, January 23rd
$30/person (Free for Truett alumni and students).
George W. Truett Theological Seminary

About

This conference will help participants understand their personal relationship to money matters based on nine approaches to finances. Participants will then explore how that view impacts their personal finances as well as their ministries. Breakout sessions include: Pastoral Care and Stewardship, Financial Transparency in the Church, and Retirement Investment Vehicles.

The conference begins with dinner on Thursday evening and concludes at 5pm on Friday.

Thursday, January 22nd
6pm
Dinner
7pm
General Session #1 - Nine Approaches to Finanacial Health (and How They Shape Our Approach to Finances)
A presentation of empirical research on the nine distinctive ways we relate to our resources and how that relationship impacts our approach to other people and the way we think about finances in our spiritual journey and as clergypersons.
8:30pm
Discussion Groups - Acknowledging My Approach to Finances
Friday, January 23rd
9am
General Session #2 - Fairing Well vs. Wellfare
Examinations of the responsibility clergy have for their personal financial future, including a comparison of ministry to other helping professions, executive/management positions, and the industrial sector. At the conclusion of this session, a complimentary copy of "The Wealth Solution," with foreword by the conference presenters, will be provided to each attendee, costs covered by Heritage Financial, LLC.
10am
Breakout Session #1
  • Summary session of Nine Approaches - COOKE
    Review of "Acknowledging My Approach to Finances" for those that did not attend Thursday.
  • Retirement Investment Vehicles - MORTON
    IRAs, 403bs, Pensions, Housing, Annuities - An overview for understanding and applying the most common forms of retirement funding strategies with specific recommendations for clergy.
  • Pastoral Care and Stewardship - MOON
    Understanding stewardship more in the context of pastoral care and less as a fund raising mechanism. Knowing when to intervene in financial crises and how, including making appropriate referrals.
11:15am
Breakout Session #2
  • Retirement Investment Vehicles - MORTON
    An overview for understanding and applying the most common forms of retirement funding strategies with specific recommendations for clergy.
  • Pastoral Care and Stewardship - MOON
    Understanding stewardship more in the context of pastoral care and less as a fund raising mechanism. Knowing when to intervene in financial crises and how, including making appropriate referrals.
  • Design, Build, Protect - COOKE
    This overview spells out in everyday language how to begin a life-long process of maximizing your resources for long-term financial goals. Included will be how to choose professional guidance in assisting you in this process, how insurance products delegate the risk of tragedy, and how insurance plays a critical role in the financial security of a minister’s family. Included will be brief overviews of life, health, disability, long-term care, property and casualty, homeowners, and liability insurance protection.
12:30pm
Lunch
1:30pm
General Session #3 - My Pastor, My Money, and Why We're Not Talking
An identification of the several key missteps clergy typically make in their ministry that shuts down communication about finances and how these mistakes can be avoided.
2:45pm
Breakout Session #3
  • Fish Bowl Finances - Financial Transparency in the Church - COOKE
    How to live with the necessity for financial transparency as part of the not-for-profit culture and how it impacts your relationship to parishioners, and your family members.
  • Social Security - MOON
    An overview of the history, current role, and future of this largest government pension program and how it affects clergy and parishioners. Encompasses the pros and cons of Social Security enrollment, including ethics, costs, choices, and benefits.
  • Wealth Transfers and Pastoral Care - MORTON
    Creating awareness of the impact of the predicted massive transfer of wealth from the Depression Generation to the Baby Boomer generation to successive generations. Millions in assets are being transferred from one person to another annually within the context of even the smallest congregations. What the shepherd of the church flock needs to know to protect the vulnerable from predatory financial wolves.
4pm
Feedback Panel
5pm
Closing Remarks

For more information, please contact Theresa Steen.