Join us for a Free Webinar:
Prepare Well, Serve Well
Financial Roadmap Insights for Every Season
Wednesday, March 25 at 2:00PM EST.
Financial planning in ministry doesn’t look the same as in other careers. Our team of David, Jerry, Nate, and Ellen will show how the Financial Roadmap process aligns your goals with your calling, offering practical tools and guidance rooted in stewardship.
And because your calling doesn’t end at retirement, we’ll also talk about how wise planning today can help you retire well and continue making a Kingdom impact in every season ahead.
What You Will Learn:
The Financial Roadmap is a personalized planning process designed to help you:
Understand where you are today
Identify what matters most for the future
Take practical steps toward financial confidence and retirement readiness
Who Should Attend:
Pastors, ministry staff, and Christian school employees who want greater clarity and confidence in their financial next steps
Members in any season, whether just starting out, raising a family, or approaching retirement, who want a plan designed for ministry life
Anyone seeking a practical roadmap for stewardship, including budgeting, savings, retirement readiness, and long-term peace of mind
Your Presenters
Dr. Jerry Fox, CFP® (Director of Financial Planning) – Financial planning perspective with pastoral care
Ellen Daniels (Engagement Team Director) – Shares a ministry family perspective rooted in her experience as a pastor’s wife and her passion for supporting those who serve.
Nate Bowers, MBA (Director of Financial Education) – Clear steps and how-to guidance
Rev. David Boots (Senior Leader) – Practical church administration insights
Send Your Questions Ahead of Time
We want this session to be as helpful as possible. Submit your questions before the webinar, and our team will work them into the conversation.
By the time you complete our webinar, you will hear from experts, gain insights on the Financial Roadmap process and leave with clear action steps.
