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.
Make the Most of Your Housing Allowance: A Powerful Benefit
The housing allowance is one of the most powerful financial gifts available to pastors, helping them save money and stretch their income further. This practical, pastor-focused webinar walks through how you and your church can make the most of it. Rev. Jim O’Bold, Dr. Jerry Fox, CFP®, Nate Bowers, MBA, and Rev. David Boots lead the discussion, with Ellen Daniels facilitating a robust Q&A.
The Elephant in the Boardroom: Critical Conversations on Pastoral Compensation
Pastoral compensation discussions can be difficult for everyone in the room for the pastor and the board alike. This webinar offers practical insight and guidance on this sensitive but important topic, covering the distinction between the cost of a minister and the cost of a ministry, the SECA tax responsibilities a minister carries, and how an Accountable Reimbursement Plan can help. Rev. Jim O’Bold, Rev. David Boots, Rev. Dr. Charles Myricks, and Rev. Nabil Safi lead this conversation with honesty and care.
Caring Well for Your Pastor: Compensation That Goes Further
Even with a tight budget, there are meaningful ways to care for your pastor and offer a healthy compensation package. Jim O’Bold, Rev. Chuck Myricks, and Rev. David Boots walk through structural changes that can strengthen your pastor’s well-being.
Early Investment Benefits
Brief video explaining the importance and benefits of saving for retirement early in your career.