Sacred Stewardship: Church Retirement Planning with 403(b) & 401(a) 1 Credit
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Prepare for a spiritual voyage into the realm of church retirement planning with our exclusive webinar tailored for administrators and leaders overseeing church retirement plans. This Finance CPE webinar is dedicated to shedding light on the unique dynamics of 403(b) and 401(a) plans, custom-tailored for religious institutions. Discover strategies that align financial stewardship with your congregation's sacred mission, fortifying the future of your community and empowering members to retire with dignity.
Gain a profound understanding of the distinct features and structures of 403(b) and 401(a) plans designed specifically for churches. Explore how these plans resonate with the spiritual values and financial aspirations of your congregation, fostering a harmonious balance between faith-based principles and financial foresight.
Navigate the regulatory landscape governing church retirement plans with ease. Uncover compliance necessities, and unique considerations for religious organizations, and ensure that your administrative practices align seamlessly with legal and fiduciary responsibilities.
Join this online course by Drew Stevens to unlock tailored investment approaches for church retirement plans. Explore ethical investment alignments, address the unique financial needs of clergy members, and cultivate enduring financial well-being for both the institution and its devoted servants.
Major Topics:
Learn to engage and educate your congregation on the spiritual significance of retirement planning. Equip your community with essential knowledge and tools to navigate these retirement plans, fostering a culture of financial stewardship and security within the spiritual context of your congregation.
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MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors.
Dr. Drew Stevens founder of Wisdom to Wealth, works with individuals that grapple with finances and transforms them into wealthy professionals with the liquidity and lifestyle they desire to live with profound longevity to create a legacy. He specializes in coordinating Social Security and retirement income benefits. Drew holds the industry's most prestigious designation: NSSA© - National Social Security Advisor.
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To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.
Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.
To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.
After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
FG
This seminar was very helpful concerning the thought process that we ought to be going through in considering our retirement funding. Appreciated the thorough descriptions of the various retirement options.
FS
Good course and good instructor.
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