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.
Thursday, August 12, 2-3 p.m. ET
Suggested audience: All plan members, spouses, and surviving spouses
Have you made a plan for your financial and personal legacy that addresses how you will leave behind the assets you have been given to steward? Do you have questions about estate planning, and would you benefit from hearing from estate planning industry professionals? Join Joe Tackett, CFP, JD, Planning and Development, PC(USA) Foundation, and Assistant VP and Trust officer at New Covenant Trust Company, and Karl Mattison, Vice President, Planned Giving Resources and the Planned Giving Navigator, Presbyterian Foundation, as they answer estate, legacy, and generosity questions and share best practices and stories.
Moderated by Olanda Carr, Senior Ministry Relations Officer serving the East Region, Presbyterian Foundation, this webinar will address the following topics.
In his role at Presbyterian Foundation and New Covenant Trust Company N.A., Joe Tackett has worked with individuals and Presbyterian organizations on a variety of topics, including charitable gifting and tax planning; financial, investment, and retirement planning for individuals; and investment work with churches, presbyteries, and similar groups. Prior to this role, Joe served as an Assistant Trust Officer at Town and Country Bank and Trust Company in Louisville, Kentucky.
Prior to his current role at the Presbyterian Foundation, Karl Mattison served as the first Executive Director for the Presbyterian Endowment Education Resource Network; the Washington, DC representative for the Presbyterian Foundation, assisting Presbyterian churches and affiliated charitable organizations by developing planned gifts, establishing endowments, and managing their investments; and Vice President and Manager of the Eurasian Department at Riggs Bank.
Olanda Carr brings a wealth of community involvement to the Presbyterian Foundation, including as board member on the Catawba Economic Development Association and Cooperative Christian Ministry in Higher Education, board member-elect of the Montreat Retreat Association, and President of the Charlotte Alumni Chapter of Kappa Alpha Psi Fraternity Inc., and the National MBA Association of Charlotte. He formerly served as treasurer for the homeless services organization Peter’s Place Inc.; Vice President of the Kappa Foundation of Charlotte; commissioner to the 219th General Assembly (2010); and Presbyterian Mission Agency representative on the Committee on Theological Education.
Registration for the following webinars will be available on this page four to six weeks in advance of the webinar date.
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.