This six-hour workshop, led by a financial professional, will equip your congregation with practical tools to be wise stewards of God’s financial resources.

Our Finding Significance workshop is designed for churches like yours, whether your congregants are starting a family, in their prime working years, or nearing retirement.

The financial professionals at Ambassador Advisors would like to partner with your church to help your congregants navigate an ever-changing financial landscape that often feels overwhelming. We can offer guidance that leads to financial freedom and success for your congregants’ future.

Stewardship is about more than budgeting.

What if there was a way to better educate the local church about practical financial stewardship concerns that affect their daily lives?

We know there are very respected courses that offer churches training related to budgets and debt management. However, we’ve found that complex financial topics, such as insurance protection, legacy and estate planning, college planning, and investing for retirement are often left for your congregation to “DIY” or to seek secular professional guidance.

Seminar Quick Facts

  • Flexible Format: Six weekly sessions, multiple workshops, or single-day event (six hours of training in total).
  • We Come to You: Our financial advisors have presented to churches in New York’s Southern Tier and have plans for workshops in Lancaster.
  • It’s Free: We offer this seminar as free community service to the church, no strings attached.

 

Seminar Topics

Each participant will receive a 50+ page, bound workbook for tracking topics during the sessions and note taking.

SESSION 1: Biblical Financial Principles

  • Stewardship, Survival, and Significance
  • A Biblical View of Possessions & Wealth
  • How Debt Rules Us
  • Saving & Generous Giving

SESSION 2: Insurance

  • Types of Life Insurance
  • Retirement Plans
  • Beneficiary Designations
  • Charitable Designations
  • Death Tax Considerations
  • Disability and Long-Term Care Insurance

SESSION 3: Investments

  • Stocks & Bonds
  • Mutual Funds
  • Exchange Traded Funds
  • The Power of Diversification

SESSION 4: College & Retirement Planning

  • Considerations for a Successful Retirement
  • Risks of Retirement
  • Long-Term Care Planning
  • UGMA, UTMA, and 529 Plans

SESSION 5: Estate & Legal

  • Defining a Legacy
  • Wills and Trusts
  • Incapacitation Considerations

SESSION 6: Family Legacy Journey

  • Building and Protecting a Lasting Legacy
  • Legacy Strikeouts
  • Family History and Ethical Will

 
Ambassador-Advisors-team

Our Team

For nearly 30 years, our multi-disciplinary financial planning team has helped more than 3,000 businesses, organizations, and families in central Pennsylvania and southern New York.

Meet Our Financial Advisors »

 

Recent Seminar Locations

— Victory Bible Church | Junedale, PA
— Calvary Community Church | Johnson City, NY
— Community Bible Church | Franklin, NY

Contact Us About Hosting a Seminar

Interested in learning more? Call us at 717-560-8300 or use our seminar contact form. We look forward to hearing from you!

Schedule Your Free Consultation

Once we receive your request, we will contact you to schedule an appointment.

Or if you prefer to schedule by phone, call us at 717-560-8300.