There’s plenty of financial information in the marketplace today, but it’s confusing. And when we’re confused, we procrastinate instead of plan. Worry instead of win. Reach roadblocks instead of goals.
The Personal Financial Management Workshop offered by the Estate and
Financial Planning offers a better way. Quicker and easier; to take
control; be prepared; get to where we all want to be. The workshop offers
education, not get-rich-quick schemes; advice, not gimmicks; strategies,
not sales pitches.
As a service of the church, members of the Estate and Financial Planning team will conduct a workshop for your congregation or mission center. Pick the date and location and we will come to you. We supply the material and expertise needed for an outstanding learning experience.
The heart of the workshop is a comprehensive workbook with more than 150 pages filled with worksheets, self-analysis quizzes, and easy-to-understand explanations of financial concepts that will be used for years to come. The presentation is designed to keep interest up and confusion down. Our goal is that each participant will leave the workshop with goals and a realistic road map for reaching their financial dreams.
The workshop covers the six basic areas of financial planning: cash management, risk management, tax planning, investment management, and retirement and estate planning. Whether you have one hour or one day, we can customize the workshop to meet your needs. Flexibility is the key.
The benefits to you are many. The comprehensive workbook alone is a valuable resource of information. You will learn money management skills, goal-setting strategies, and tools for financial stability that will last a lifetime. The information is easy-to-understand, entertaining, and educational.
If you are interested in scheduling a workshop in your congregation or mission center, contact us at efp@CofChrist.org, or call 1-800-884-7526 (1-877-526-7526 in Canada). Let us help!