Financial Planning Seminars

The United Methodist Foundation of Western Pennsylvania offers a range of seminars for clergy members of the Western Pennsylvania Annual Conference to enhance their understanding of financial planning principles. These seminars cross the spectrum of the clergy experience. Included are:

Clergy Financial Planning Seminar — Mid-career clergy living in parsonages are often burdened with high educational debt, and could benefit from assistance in charting their own financial plan. This seminar for clergy and their spouses helps address relevant financial planning and debt management topics.

Provisional Members Seminar — Intended for new pastors and their spouses, this seminar focuses on personal and professional risk management, taxes, and life insurance. Also included is a comprehensive description of the United Methodist Foundation of Western Pennsylvania and the services we offer.

Clergy Housing Seminar — This seminar addresses topics specifically related to housing issues of interest to clergy approaching retirement age. Topics include investing for retirement, clergy tax advantages, finding and financing a home, and making an offer and closing on a home.

Please check the current schedule for these seminars, found on the Event
Registration page of this Web site. If you are interested in attending,please fill out the Event Registration Form. If there is other advice or assistance that you need concerning future seminars and probable dates or such, please contact us.

Clergy Tax Seminars