HC3 - Extraordinary Living Academy
When
Monday, October 16, 2017 at 7:30 AM to Tuesday, October 17, 2017 at 3:10 PM Eastern Standard Time
Where
Kentucky Conference Office7400 Floydsburg Rd
Crestwood, KY 40014
Phone
502-425-3884 ext. 307
Email
cdoll@kyumc.org
Contact
Celeste Doll
The EL Academy is a unique opportunity to learn about the many benefit issues that affect your life and ministry. You will gain new resources and knowledge that will strengthen you both financially and spiritually.
Tuesday, October 17, 2017 - 7:30am - 3:10pm
Download your copy of the schedule (schedule is subject to change)
United Methodist Pension Benefits Review
The United Methodist Church offers many benefits to its clergy. This course provides an overview of the benefits you and your family may expect from the Church when you retire. The class will focus on the Clergy Retirement Security Program (CRSP) and the Ministerial Pension Plan (MPP).
Instructor: Peter Hang, Conference Liaison, Wespath Benefits and Investments
Making a Difference: Personal Savings and Wespath Services
Making personal contributions to the United Methodist Personal Investment Plan (UMPIP) is key to enhanced retirement security. Learn ways to maximize your saving potential, as well as how to tailor your investments with the LifeStage Investment Management Service to reflect your needs and personal circumstances.
Instructor: Peter Hang, Conference Liaison, Wespath Benefits and Investments
Benefits for When You Need Them Most
What happens when life throws you a curve and you face a difficult situation involving disability or incapacity? Learn how the Comprehensive Protection Plan (CPP) helps through unplanned transitions. In this course, you will learn “what to do” and “what to expect” at those times when you and your family need benefits the most.
Instructor: Terry Shoemaker, Conference Liaison, Wespath Benefits and Investments
Are My Affairs In Order?
Learn why an estate plan is more than just a will and consider ways to care and provide for your family’s future. This course will provide nine estate planning basics for everyone.
Instructor: David Bowles, President, Kentucky United Methodist Foundation
Active Health Plan: Member Resources & Transparency
Learn how to better manage you and your family’s health care expenses through the many tools and resources that are already included in your health plan. Includes information on how to price compare procedures and prescription drugs, saving you money. Want to visit a doctor from the comfort of your own home? Learn how LiveHealth Online lets you have a face-to-face conversation with a doctor for the same (or usually less than) what you would pay to go to your doctor or a clinic.
Instructor: Julie Crume, Account Representative, Anthem Blue Cross Blue Shield
Promoting Health in Your Faith Community
As faith communities work to become centers of whole-person health, people who are passionate about health and healing are answering the call to serve in health ministries. Attendees will learn the functions of a health minister, the role of a faith community nurse and possible health ministry activities that can be implemented within the local church. Also learn about resources that Norton’s Faith & Health Ministries can provide to pastors and other lay leaders.
Instructor: Kathy Bryant, BSN, RN-BC, Family and Community Educator, Norton Healthcare Faith & Health Ministries
Social Security for Clergy
Social Security provides both retirement and disability benefits. Learn how Social Security can benefit you, how you might qualify for benefits and what you may expect from Social Security during different life events.
Instructors: Kay Tong, KY Area Public Affairs Specialist, Social Security Administration
4 Ways to Leave a Legacy
Learn easy ways to include the ministries you love in your estate plan. This course will help you in determining how to know if a bequest, a charitable gift annuity, a stock gift or a personal endowment is right for your situation.
Instructor: David Bowles, President, Kentucky United Methodist Foundation
Surviving Clergy Taxes
The complexity of the Internal Revenue Code is a well-known fact. While large businesses have a staff of accountants and lawyers to help them with complex tax issues—you do not, even though the taxes imposed on clergy can be nearly as complex. Many clergy just aren't prepared for tax filing and the payment season, and feel just how cruel April can be. We will help to clarify some of the confusion and answer questions like "Who's my employer?" "Do I really have to pay taxes on my parsonage?" "Why isn't my church withholding enough Federal Income tax?" and "What in the devil is the Self-Employment Tax and why is it costing me so much money?" We’ll also go over Clergy Housing Allowance rules. This is a practical class that will focus on the basic issues.
Instructor: Tom Adkisson, CPA, Deprie & Adkisson, PSC
Promoting Health in Your Faith Community
As faith communities work to become centers of whole-person health, people who are passionate about health and healing are answering the call to serve in health ministries. Attendees will learn the functions of a health minister, the role of a faith community nurse and possible health ministry activities that can be implemented within the local church. Also learn about resources that Norton’s Faith & Health Ministries can provide to pastors and other lay leaders.
Instructor: Kathy Bryant, BSN, RN-BC, Family and Community Educator, Norton Healthcare Faith & Health Ministries
Achieving Holistic Financial Wellness
Do you have financial goals? Is excessive debt eating away at you? Are you monitoring your spending? This class will discuss tools you can use to plan for a more secure retirement. You’ll learn about setting goals, the role of debt, the importance of net worth and other basic financial considerations that will help you plan for retirement security. This class is designed to give you basic tips and tools to improve your financial picture.
Instructor: Bob Fairbrook,, Financial Advisor and Educator, EY Financial Planning
Benefits Access - Participant Portal Demo
At this session we will demonstrate the features of Benefits Access. This session will be greatly enhanced if you are able to bring a laptop/tablet and your Benefits Access username and password. If you need to create a username and password follow this link to request a four-digit PIN that will be mailed to your home address.
Instructor: TBD
Balancing the Order of the Love
A follow up to the morning session including self-care possibilities for living a more balanced life that pleases the heart of God (and that doesn't mean you always work your tail off and lose the joy!)
Instructor: Bonnie Crandall, MA, PLCC
Understanding and Overseeing Church Finances
Learn about the core functions and the pastor’s role in church finance and administration. Topics covered include internal controls, the work of the finance team, financial statement audit, accountable reimbursements, Our Mission Covenant, and employment and payroll administration.
Instructors: Heather DuVall, CPA, Controller and Lesley Williams, CPA, Assistant Controller, Office of Administrative Services, Kentucky Annual Conference
Healthy You… Healthy Church
Get excited about creating a healthier you—and a healthier church! Nutrition and physical activity—from both an individual and a congregational perspective—will be the focal point of this class. Come prepared to think about food and physical activity in a new way and walk away with tools you can use!
Instructor: The Reverend Josh Tharp, Chestnut Oak/Glenn’s Chapel UMC, Pennyrile District
Clergy & Spouses of all ages are welcome!
Featuring:
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Wespath Benefits & Investments
-
EY Financila Planning
-
KY United Methodist Foundation
-
KY Conference Admin Services
-
Social Security Liasion
-
One-on-One Consultation (This private session is your opportunity to discuss your own account balance and pension projection. A knowledgeable Wespath representive will help you understand your specific benefit situation, in addition to discussing any financial goals and concerns. Sign-ups for specific day and time will be available during on-site check-in.)
Registration:
-
$35 Clergy
-
$20 Spouse
-
Free on-site childcare provided. (Lunch and snacks are available for $8 per day, per child. You are welcome to provide your own food for lunch/snacks for your child/children if you prefer.)
Lodging:
We have a special group rate available with Hampton Inn for just $99 per night plus taxes. Call 502-327-8880 and mention group code "United Methodist Conference" for this rate . The DEADLINE for this SPECIAL RATE is September 24, 2017!
Questions?:
Contact Celeste Doll at cdoll@kyumc.org or (502) 425-3884 ext 307.
Schedule:
Monday, October 16, 2017 - 7:30am - 6:10pmTuesday, October 17, 2017 - 7:30am - 3:10pm
Download your copy of the schedule (schedule is subject to change)
Courses:
Monday, October 16
United Methodist Pension Benefits Review
The United Methodist Church offers many benefits to its clergy. This course provides an overview of the benefits you and your family may expect from the Church when you retire. The class will focus on the Clergy Retirement Security Program (CRSP) and the Ministerial Pension Plan (MPP).
Instructor: Peter Hang, Conference Liaison, Wespath Benefits and Investments
Making a Difference: Personal Savings and Wespath Services
Making personal contributions to the United Methodist Personal Investment Plan (UMPIP) is key to enhanced retirement security. Learn ways to maximize your saving potential, as well as how to tailor your investments with the LifeStage Investment Management Service to reflect your needs and personal circumstances.
Instructor: Peter Hang, Conference Liaison, Wespath Benefits and Investments
Benefits for When You Need Them Most
What happens when life throws you a curve and you face a difficult situation involving disability or incapacity? Learn how the Comprehensive Protection Plan (CPP) helps through unplanned transitions. In this course, you will learn “what to do” and “what to expect” at those times when you and your family need benefits the most.
Instructor: Terry Shoemaker, Conference Liaison, Wespath Benefits and Investments
Sessions 1 and 2
Are My Affairs In Order?
Learn why an estate plan is more than just a will and consider ways to care and provide for your family’s future. This course will provide nine estate planning basics for everyone.
Instructor: David Bowles, President, Kentucky United Methodist Foundation
Active Health Plan: Member Resources & Transparency
Learn how to better manage you and your family’s health care expenses through the many tools and resources that are already included in your health plan. Includes information on how to price compare procedures and prescription drugs, saving you money. Want to visit a doctor from the comfort of your own home? Learn how LiveHealth Online lets you have a face-to-face conversation with a doctor for the same (or usually less than) what you would pay to go to your doctor or a clinic.
Instructor: Julie Crume, Account Representative, Anthem Blue Cross Blue Shield
Promoting Health in Your Faith Community
As faith communities work to become centers of whole-person health, people who are passionate about health and healing are answering the call to serve in health ministries. Attendees will learn the functions of a health minister, the role of a faith community nurse and possible health ministry activities that can be implemented within the local church. Also learn about resources that Norton’s Faith & Health Ministries can provide to pastors and other lay leaders.
Instructor: Kathy Bryant, BSN, RN-BC, Family and Community Educator, Norton Healthcare Faith & Health Ministries
Social Security for Clergy
Social Security provides both retirement and disability benefits. Learn how Social Security can benefit you, how you might qualify for benefits and what you may expect from Social Security during different life events.
Instructors: Kay Tong, KY Area Public Affairs Specialist, Social Security Administration
Sessions 3 and 4
4 Ways to Leave a Legacy
Learn easy ways to include the ministries you love in your estate plan. This course will help you in determining how to know if a bequest, a charitable gift annuity, a stock gift or a personal endowment is right for your situation.
Instructor: David Bowles, President, Kentucky United Methodist Foundation
Surviving Clergy Taxes
The complexity of the Internal Revenue Code is a well-known fact. While large businesses have a staff of accountants and lawyers to help them with complex tax issues—you do not, even though the taxes imposed on clergy can be nearly as complex. Many clergy just aren't prepared for tax filing and the payment season, and feel just how cruel April can be. We will help to clarify some of the confusion and answer questions like "Who's my employer?" "Do I really have to pay taxes on my parsonage?" "Why isn't my church withholding enough Federal Income tax?" and "What in the devil is the Self-Employment Tax and why is it costing me so much money?" We’ll also go over Clergy Housing Allowance rules. This is a practical class that will focus on the basic issues.
Instructor: Tom Adkisson, CPA, Deprie & Adkisson, PSC
Promoting Health in Your Faith Community
As faith communities work to become centers of whole-person health, people who are passionate about health and healing are answering the call to serve in health ministries. Attendees will learn the functions of a health minister, the role of a faith community nurse and possible health ministry activities that can be implemented within the local church. Also learn about resources that Norton’s Faith & Health Ministries can provide to pastors and other lay leaders.
Instructor: Kathy Bryant, BSN, RN-BC, Family and Community Educator, Norton Healthcare Faith & Health Ministries
Tuesday, October 16
Achieving Holistic Financial Wellness
Do you have financial goals? Is excessive debt eating away at you? Are you monitoring your spending? This class will discuss tools you can use to plan for a more secure retirement. You’ll learn about setting goals, the role of debt, the importance of net worth and other basic financial considerations that will help you plan for retirement security. This class is designed to give you basic tips and tools to improve your financial picture.
Instructor: Bob Fairbrook,, Financial Advisor and Educator, EY Financial Planning
Benefits Access - Participant Portal Demo
At this session we will demonstrate the features of Benefits Access. This session will be greatly enhanced if you are able to bring a laptop/tablet and your Benefits Access username and password. If you need to create a username and password follow this link to request a four-digit PIN that will be mailed to your home address.
Instructor: TBD
Sessions 5 and 6
Balancing the Order of the Love
A follow up to the morning session including self-care possibilities for living a more balanced life that pleases the heart of God (and that doesn't mean you always work your tail off and lose the joy!)
Instructor: Bonnie Crandall, MA, PLCC
Understanding and Overseeing Church Finances
Learn about the core functions and the pastor’s role in church finance and administration. Topics covered include internal controls, the work of the finance team, financial statement audit, accountable reimbursements, Our Mission Covenant, and employment and payroll administration.
Instructors: Heather DuVall, CPA, Controller and Lesley Williams, CPA, Assistant Controller, Office of Administrative Services, Kentucky Annual Conference
Healthy You… Healthy Church
Get excited about creating a healthier you—and a healthier church! Nutrition and physical activity—from both an individual and a congregational perspective—will be the focal point of this class. Come prepared to think about food and physical activity in a new way and walk away with tools you can use!
Instructor: The Reverend Josh Tharp, Chestnut Oak/Glenn’s Chapel UMC, Pennyrile District
| Attached Files |