Webinars

Board University webinars, presented live, are available at no cost to members and employers who participate in the Benefits Plan.

Engage with Board of Pensions educators from the comfort of your office, home, or favorite coffee shop to learn about topics important to your well-being through Board University. Our live webinars cover a topic in one of four areas of wholeness — spiritual, health, financial, or vocational well-being.

Board University webinars are for pastors, church workers, and employees of Presbyterian Church (U.S.A.)-affiliated employers who participate in the Benefits Plan of the PC(USA) — at no cost to you.

Webinars last one hour and require a computer, internet access, and computer speakers or a telephone. Webinar attendees are awarded 50 Call to Health points.

Upcoming webinars

Tax Tips: 2021 Tax Update and Federal Tax Return

Thursday, February 11, 2021, 2:30-3:30 p.m. ET

Join Susan Holstedt, IRS enrolled agent and owner of S&H Tax Service, and Jacqueline Boersema, certified financial planner and Director of Financial Education at the Board of Pensions, as they discuss tax tips for actively employed taxpayers who have not yet filed their 2020 federal tax return. During a 15-minute segment of the webinar, Susan and Jacqueline will offer tax tips specifically for actively employed clergy.

This tax tips webinar will help you understand the following topics.

For all taxpayers:

  • the 2020 Cares Act and impact on tax filing
  • updates to Form 1040
  • key credits and deductions
  • tax-saving strategies for the coming year
  • how to determine if you should prepare your own tax return or hire a tax professional

For clergy:

  • W-2 accuracy
  • clergy 1040 tax preparation narrative
  • housing allowance
  • business expenses
  • SECA tax

About the presenter: Susan Holstedt currently lives in Kansas City, Missouri, owns S&H Tax Service, and is enrolled to represent taxpayers before the IRS. She has been preparing individual tax returns for over 30 years and often consults with sessions and presbyteries to develop compensation guidelines and maximize pastors' packages, particularly in small churches. Susan also worked as a para-planner for a team of financial advisers and serves as a finance faculty member for CREDO. She received her bachelor's and master's degrees from Austin College in Sherman, Texas.

 

2021 webinar schedule

Registration for the following webinars will be available on this page four to six weeks in advance of the webinar date.

  • Being Your Own Health-Care Advocate, Thursday, March 11
  • Caring for the Caregiver, Thursday, June 10
  • Estate Planning, Thursday, August 12
  • Financial Preparation for Aging Parents, Thursday, September 9 
  • Nutrition Essentials for Lifelong Health: Happy Weight versus Healthy Weight, Thursday, October 14

Webinar recordings

The following webinar recordings are available as standalone courses in Board University's e-learning content library, which you can access by logging into Benefits Connect. Upcoming webinars to be held live this year will later be available as recordings.

  • College Planning: Birth to Graduation
  • Annual Tax Webinar, 2020
  • Closing the Gender Compensation Gap
  • How to Optimize Your Retirement Income Streams
  • Leaving Well: Navigating Transitions in Ministry
  • Long-Term Care Coverage: Which Option is Right for You?
  • Stewarding Our Health and Dollars through Flexible Spending and Health Savings Accounts
  • Understanding Why: Childhood Adversity's Impact on Adult Well-Being
  • Where Two or More Are Gathered: Clergy Support Networks
  • Putting Together the Puzzle: Exploring Medicare and Post-Retirement Medical Options