This interactive retreat is designed for ministers (and spouses) to take an introductory look at their personal financial habits and identify the tools and skills necessary to begin a financial plan. This covers financial topics such as spending/saving, debt management, and understanding credit.
Financial literacy is the starting point for being able to build financial capability. Financial wellness is the objective of financial capability efforts.
- Assess their current financial health.
- Identify personal money beliefs and how they impact financial choices.
- Develop a financial planning action list.
This personal finance retreat is a prerequisite for receiving personal financial coaching.
This interaction is in a Friday night/Saturday retreat format.
Friday: 7 to 9 p.m.
Saturday: 8:45 a.m. start and finishing at 3 p.m.