United Methodist Foundation of New England

 

“Planning for a LifeTime of Ministry”

A Clergy Financial Planning Seminar Series

Sponsored by:

United Methodist Foundation of NE, Preachers’ Aid Society of NE,

Conference: Board of Ministry, Board of Pensions, Treasurer’s Office

 These yearly events are an integrated series of clergy financial planning seminars tailored for clergy at different phases in life and ministry.  Also includes the “Clergy Tax Seminar”.

 

Financial Freedom Seminar

 

Suggested Audience:

Clergy in their first 5 years of ministry.

(Preachers’ Aid Society of NE will fund the cost of this event for clergy persons who are in their first full-time appointment to a local church.)

Introduction to Financial Issues:

e.g. Financial Planning, Taxes, Insurance, Pension Programs, Credit/Credit Scores, Legal Basics, Housing, Stewardship

 NEXT SEMINAR

October 20, 2010

Rolling Ridge

660 Great Pond Rd

North Andover MA

Pre-Retirement Seminar

 

Suggested Audience:

Clergy anticipating retirement in

the next 8 – 10 years. 

Focus on Retirement Issues:

Insurance, Housing,

Social Security Benefits,

Impact of Pension Plan,

GBOP 1-on-1 Consultation

 

 Seminar Held

April 21 & 22, 2010

 

Clergy Tax Seminar

 

Recommended for:

All Clergy, Church Treasurers and PPRC/SPRC Committee Members

Topics Include:

Clergy Taxes, Compensation/Benefit Packages, Housing, Personal Expenses, Self-Employment Tax, When to get help, Tax saving steps to take now

 

Seminar Held

March 3, 2010
Please Note: These events are largely subsidized by the Foundation and the Preachers' Aid Society but there is a modest registration fee.

 

For more information on “The Planning for a Lifetime of Ministry” seminar series, please contact the Foundation office

at 800-595-4347 x100 or email us at info@umfne.org