Empowering You on Your Financial Journey: Maximizing Your Membership
Your Servant Solutions membership comes with more tools and resources than you may realize. This webinar takes you through every one of them, designed to support you at every stage of your financial journey. From planning resources to personalized guidance, this session helps you get the most out of what’s already available.
Four-Step Financial Wellness Checkup
In this focused session, Jim O’Bold, Ellen Daniels, and Dr. Jerry Fox, CFP® walk through four key areas to consider in your overall financial wellness—drawn from a resource created by Principal®. Following the presentation, they answer viewer questions and highlight practical tools available through Servant Solutions. We invite you to watch and reach out with any questions of your own.
From First Paycheck to Retirement: A Conversation Across Generations
What financial decisions matter most at different stages of life? Is it paying off debt, getting started with investing, supporting a growing family, or preparing for what comes next? This engaging conversation brings together Servant Solutions team members from multiple generations, each sharing the lessons they’ve learned, the challenges they’ve faced, and the financial wisdom they’ve gained along the way. No matter where you are on your journey, you’ll find something in this discussion that speaks directly to your season of life.
Market Volatility and Recessions 101
What actually causes a recession—and what can you do about it? In this educational webinar, Jim O’Bold, Ellen Daniels, and Dr. Jerry Fox, CFP® share a resource created by Principal® that covers the key factors shaping our economy and the steps you can take to minimize the impact of volatility on your retirement savings. If you have questions you’d like our team to address, we’d love to hear from you.
Finding Peace in Market Volatility
Volatility measures how fast and how far things move in the market. Market movement is simply part of investing—but that doesn’t make it any easier on our emotions. In this brief, encouraging webinar, Dr. Brock Vaughters offers practical strategies to help you navigate market volatility with a steady heart and a clear head.
Unshaken: Staying Grounded Through Market Storms
Market swings can be unsettling—but they don’t have to shake your long-term confidence. Hosted by Rev. Jim O’Bold, this webinar features Jerry Fox, CFP®, Nate Bowers, MBA, and Ellen Daniels as they explore the nature of market volatility and how to navigate it with peace and perspective. Whether you’re just getting started or nearing retirement, this conversation will help you respond to uncertainty with wisdom and clarity. If you’d like to talk through your personal strategy, reach out to schedule a free Financial Roadmap session.
Prepare Well, Serve Well: Financial Roadmap Insights for Every Season
Financial planning in ministry doesn’t look the same as in other careers. Our team of David, Jerry, Nate, Idalia, Mike and Ellen shows how the Financial Roadmap process aligns your goals with your calling, offering practical tools and guidance rooted in stewardship. The session concludes with time dedicated to answering participant questions.
The Power of the Financial Roadmap: From Questions to Confidence
Wondering if you’re on track or where to even begin? In this webinar, Rev. David Boots, Dr. Jerry Fox, CFP®, Ellen Daniels, and Nate Bowers walk members through the Servant Solutions Financial Roadmap process and introduce MoneyGuidePro®, the planning tool that helps simplify even complex financial decisions. You’ll also hear real testimonials from members who’ve gained clarity, confidence, and peace of mind through the Roadmap. Whether you’re years from retirement or just getting started in ministry, this session will help you take the next right step.
Maximizing Your Housing Allowance: Let’s Talk!
This Zoom session goes even further, offering valuable tips for maximizing your housing allowance benefits and connecting you with tools that make the planning process simpler. Hosted by Ellen Daniels and led by Dr. Jerry Fox, CFP®, and Rev. David Boots, the session includes a live Q&A where viewers’ questions are answered directly, along with a walkthrough of useful planning resources available through Servant Solutions.