Clergy Financial Planning

This event, offered in either one-day or weekend formats, explores the challenge of personal finance from a uniquely clergy perspective. How does the parsonage effect financial planning? How can clergy establish and reach financial goals? How to increase the return from invested funds, understanding the role pension plans play, finding and funding retirement housing - all these and more are addressed in this popular seminar.

Clergy Tax Planning

A one-day seminar designed to assist with annual tax preparation as well as planning for future years. Special attention is given to handling professional expenses and clergy housing issues. You'll learn how to get more value out of the compensation package. Laity are welcome to come with pastors for this event.

Retirement Planning For Clergy

Available in one-day or weekend formats, this seminar helps to prepare for a secure and satisfying retirement. How much will we need to live? How to develop a savings/investing plan for retirement housing. Understanding your pension plan. Using the tax code to achieve financial goals. These and much more are presented as part of this event.

Clergy Compensation Planning

A one-day seminar aimed at clergy and lay leadership. This event explores ways to increase the value of the clergy compensation package - often at no additional cost to the congregation. Handling professional expenses, clergy housing matters, funding the pension accounts - all these and more are covered in this helpful event.

Seminar Costs and Scheduling

All Clergy Financial Services seminars are available to denominational groups for a per diem plus expenses. Basic seminar per diems start at $595. Clergy Financial Services will provide all participant materials and resources.

Please contact us for more information.