Clergy Investments and Retirement

What you will learn

1 Hour (light lunch included)

Free (donations accepted)

As a minister, you have unique opportunities available in retirement planning. However, most ministers experience a great deal of confusion and are unable to gain reliable advice about their housing allowance and ministry benefits, especially in retirement. 

This workshop will give you a basic understanding of retirement options, how to choose the right plan for you and the uniqueness of clergy retirement planning.

Ideal attendees for this workshop are ministers, pastors, lay leaders, those who handle the finances for their churches.

Attendees will learn how to:

  • What’s the best savings and investment strategy
  • How you can use your housing allowance strategically
  • Understanding Estate Planning

Details

Event Date:
Tuesday, January 30, 2018

Event Time:
12:00 p.m. – 1:00 p.m.

Location:
Memphis Theological Seminary; East Parkway South Memphis, TN 38104
In Founder’s Hall Room 202

Cost:
Free

Facilitator

Sandra Quinn (Bailey) is a native Memphian and principal owner of Women Financial Power. The truth is; it’s not about accumulation, but cash flow, never running out of money; protecting yourself and your family. Her focus is working with successful individuals and business owners who are concerned with paying too much in taxes, planning for retirement, and market volatility. As clergy, you may not have a retirement plan. Let’s discuss your options. What are your goals? If you currently have a retirement plan; is it sufficient for your personal and business needs? Have you set goals for your church & congregation? Educating you on the simple basics is her plan.

Host

Rev. Fekecia Gunn also serves as the Director of Financial Leadership for Ministry at Memphis Theological Seminary. The grant funded program develops new strategies for decreasing financial burdens on seminary students as well as creates and strengthens educational programs in financial literacy for pastoral and faith leaders. Their mission is to “Empower Faith Leaders to Practice Financial Excellence.”

Financial Leadership for Ministry