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Act Now To Reserve Space at the Financial Well-Being Retreat


There’s still time to reserve a spot at the Financial Well-Being Retreat 2015, hosted by Board University in partnership with the Presbyterian Foundation. The event will take place Monday and Tuesday, August 17 and 18, at Montreat Conference Center in North Carolina.

This event is designed for active Benefits Plan members to help them take a break from daily work and discover — or rediscover — resources that support individual and church well-being and financial stewardship.

In addition to remarks by keynote speaker the Reverend Frank Clark Spencer, President of the Board of Pensions, the retreat will feature a variety of financial sessions:

  • You’ve Got Benefits, led by the Reverend Helen Locklear and Clark Simmons (Board of Pensions)
  • Creating a Spiritual Culture of Generosity, led by Kevin Garvey (Presbyterian Foundation)
  • Dissolving Debt, led by the Reverend Kenneth Green (Board of Pensions)*
  • Seek Ye First: Trusted Online Tools To Help You & Your Church, led by Olanda Carr (Presbyterian Foundation) and Nadine Monn (Board of Pensions)
  • Dimes to Dollars: Your Plan for Savings, led by the Reverend Rodney Sewell (Board of Pensions)
  • Tools for Funding Your Future Ministry, led by Karl Mattison (Presbyterian Foundation)
  • Church Budgets without a Calculator, led by the Reverend Raymond Bonwell (Board of Pensions)
  • If There’s a Will, There’s a Way, led by Joe Tackett (Presbyterian Foundation)
  • A Survival Guide to Clergy Taxes, led by the Reverend Rodney Sewell (Board of Pensions)
  • Getting on the Right Path with Workplace Retirement Savings, led by Brandi Beghtel (Fidelity Investments)
  • Who’s Your Planner? Finding One That Fits, led by Brad Masters (Presbyterian Foundation)
  • Helping You & the Church through Tax-Advantaged Plans, led by the Reverend Ken Green (Board of Pensions)

Registration will be accepted online only. Click here to register; you will be asked to use your own email address.

*If you attend the Dissolving Debt workshop along with your other session selections, your Financial Well-Being Retreat attendance can be used to fulfill the Getting in Shape Fiscally application requirement for the Seminary Debt Assistance Grant.

Board University’s Financial Well-Being Retreat is hosted by the Board of Pensions in a collaborative partnership with the Presbyterian Foundation. There is no registration fee for the event; however, there is a $20 per person Montreat Conference Center meal fee. The Board of Pensions and the Presbyterian Foundation are subsidizing meal service costs for the event.