Registration

"Approaches to Financial Wellness"

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

Objective

Provide third-year seminary students and regional active ministers technical and personal information that will improve their personal financial skills and broaden their understanding of financial issues relative to ministry in their area of service.

Goals

Attendees will leave the conference with:

  • A greater understanding of how financial matters in their personal lives can be improved through practical actions related to debt, investments, and taxes.
  • Increased appreciation for the need to know and use the practical components of financial management in their personal lives, their professional careers as ministers, and their constituents.
Monday, January 22nd
6:00pm
Dinner
7:00pm
General Session #1 - Nine Approaches to Finanacial Health (and How They Shape Our Approach to Finances)
8:30pm
Discussion Groups - Acknowledging My Approach to Finances
Tuesday, January 23rd
9am
General Session #2 - Fairing Well vs. Wellfare
10am
Breakout Session #1
  • Summary session of Nine Approaches - COOKE
  • Retirement Investment Vehicles - MORTON
  • Pastoral Care and Stewardship - MOON
11:15am
Breakout Session #2
  • Retirement Investment Vehicles - MORTON
  • Pastoral Care and Stewardship - MOON
  • Design, Build, Protect - COOKE
12:30pm
Lunch
1:30pm
General Session #3 - My Pastor, My Money, and Why We're Not Talking
2:45pm
Breakout Session #3
  • Fish Bowl Finances - Financial Transparency in the Church - COOKE
  • Social Security - MOON
  • Wealth Transfers and Pastoral Care - MORTON
4:00pm
Feedback Panel
5:00pm
Closing Remarks

Featuring

Mark Cooke
Robert Moon
Dave Morton


For more information, please contact Theresa Steen.