3 “L” Academy Registration Form Or Register Online at www.mississippi-umc.org
August 13-14, 2018
3“L”Academy Learning, Living, and Leading Stewardship by Connecting & Sharing Your Time, Talents, Gifts, Service, & Witness
Hilton Jackson, County Line Road, Jackson, Mississippi Attendee Name:___________________________________________________________________ Will spouse attend?________If yes, spouse’s name:______________________________________ Address:________________________________________________________________________ District:_________________________Church Name:_____________________________________ Email Address:____________________________ Phone:_________________________________
Registration: Cost
Enclosed
Attendee.................................. $40.......................................$___________________ Spouse..................................... $25.......................................$___________________
Total: $___________________
Sponsored by: Mississippi Conference Board of Pension n
Mail to Mississippi Conference UMC-3 “L” Academy, 320-A Briarwood Dr., Jackson, MS 39206 Contact David Stotts at 769-243-7020, if you have any questions concerning registration or program. For hotel reservations at the site of the 3 “L” Academy, contact the Hilton Jackson at 1-888-263-0524. Ask for a room in the United Methodist Church block and use the block code UMCC3L. The hotel is located at 1001 East County Line Road, Jackson, Mississippi.
August 13-14, 2018
Hilton Jackson, County Line Road, Jackson, Mississippi The academy will provide an opportunity to explore clergy benefits, financial planning, stewardship education, and connectionalism as the participant leads the denomination in Mississippi and to accomplish the mission of The United Methodist Church: The mission of the Church is to make disciples of Jesus Christ for the transformation of the world. Local churches provide the most significant arena through which disciple-making occurs.
The Mississippi Conference Board of Pension is pleased to present a two-day educational session where we plan to assist clergy in modeling and teaching the United Methodist commitment to fully utilizing their time, talents, gifts, service, and witness.
Session Descriptions 1. Setting and Monitoring Financial Goals – John Garrison, Ernst & Young Financial Planner This class will be packed full of simplified and practical ways to take full command of your financial wellness, including: Setting and living into your financial goals, Discovering and using financial management tools and resources, and Planning for a secure retirement. You will learn how to enroll in the EY process that is provided free of charge by Wespath. 2. United Methodist Benefits Review – Ron Coleman, Wespath The United Methodist Church offers many benefits to its clergy. This class will explain what benefits you may expect from the Church when you retire. 3. Unexpected Events: Benefits You Need the Most – Carrie Persivale, Wespath 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 class, you will learn “what to do” and “what to expect” at those times when you and your family need benefits the most.
8. Social Security – Channon McLaurin, Social Security Administration Discovering and then incorporating several financial management tools. This session will help prioritize and balance financial goals. Question and answer period about deploying resources including investment questions will conclude this break-out session. 9. Legacy Wealth Planning – Ronald C. Morton, J.D., LL.M. We’ll discuss subjects most of us would rather avoid: death, disability, and taxes. Many people do not give a thought to the certainty of their own death; yet it will happen to each and every one of us. Then what happens? 10. Buying a Home-Looking Toward Retirement – Ellen Short, Realtor The time is going to come when you will need to buy a home. Whether it is now or in the future, there is no better time than now to begin to understand the process and what you will need to consider when doing so. TIME
SESSION CONTENT
Monday, August 13, 2018 8:00 - 8:30 a.m.
Continental Breakfast and Fellowship
8:30 - 10:00 a.m.
Session 1 – Plenary Financial Planning - Ernst & Young
4. Clergy Housing and Moving Expenses – Wespath Attorney We will learn the history of the housing allowance and how to maximize your current exclusion. Time will be spent around the process we currently find ourselves in the challenge to this exclusion and how it could affect us going forward. What are the pit falls and mountain tops we should consider? The 2017 tax law directly affected the financial aspects of the moving process. Who pays and who pays taxes becomes a question ever before us as the Mississippi Conference moves to have each pastor furnish their own home over the next few years.
10:00 - 10:15 a.m.
Break
10:15 a.m. -12:00 p.m.
Session 2 – Plenary UM Benefits Review - Ron Coleman
12:00 - 1:00 p.m.
Lunch
1:00 - 2:15 p.m.
Session 3 – Plenary Unexpected Events: Benefits You Need the Most - Carrie Persivale
2:15 - 3:45 p.m.
Session 4 – Plenary Clergy Housing and Moving Expenses - Wespath
3:45 - 4:00 p.m.
Break
5. Clergy Compensation Update – David Stotts, CPA Conference Treasurer This session will review the 2019 Clergy Budget Compensation form and changes that will be found on it. We will look at the tax implications of each line and discuss any proposed or enacted tax law that is coming before us.
4:00 - 5:00 p.m.
Session 5 – Plenary Mississippi Clergy Compensation Update - David Stotts
6. Cultivating Stewardship & Generosity – Melvin Amerson, Texas Methodist Foundation Celebrating the Offering is a workshop for pastors and church leaders of small and large churches who want to rekindle the offertory time during worship. Ideas will be shared to create an atmosphere of celebration and extravagant generosity during the offering. Developing a Culture of Generosity is designed for pastors and church leaders of small and large congregations who want to cultivate a culture of Extravagant and Fruit-filled Generosity in their local church. Year-Round stewardship ideas and strategies will be offered to develop congregations of generous people.
7:30 - 8:00 a.m.
Continental Breakfast and Fellowship
8:00 - 9:15 a.m.
Session 6 – Plenary Cultivating Stewardship and Generosity - Melvin Amerson
9:15 - 10:15 a.m.
Session 7 – Plenary Investing and Reserves and Electronic Giving - Mary Lee Reed
10:15 - 10:30 a.m.
Break
10:30 - 11:45 a.m.
Session 8 – Plenary Social Security - Channon McLaurin
11:45 a.m. - 12:45 p.m.
Lunch
12:45 - 2:00 p.m.
Session 9 – Plenary Legacy Wealth Planning - Ron Morton
2:00 - 3:00 p.m.
Session 10 – Plenary Buying a Home-Looking Toward Retirement - Ellen Short
3:00 - 3:15 p.m.
Break
3:15 - 4:30 p.m.
Closing Worship - Bishop James E. Swanson, Sr.
7. Investing, Reserves, and Electronic Giving – Mary Lee Reed, United Methodist Foundation Associate Director This session will explore ways of investing and how to best utilize the short term funds and long term funds of the MS UM Foundation. Every church needs reserves. How should you begin to build them and how would you determine what is basic to have. This session will provide valuable information on the electronic giving. Properly used, it can increase your members giving.
Dinner and Evening on your own
Tuesday, August 14, 2018
The Mississippi Conference Board of Pension is pleased to present a two-day educational session where we plan to assist clergy in modeling and teaching the United Methodist commitment to fully utilizing their time, talents, gifts, service, and witness.
Session Descriptions 1. Setting and Monitoring Financial Goals – John Garrison, Ernst & Young Financial Planner This class will be packed full of simplified and practical ways to take full command of your financial wellness, including: Setting and living into your financial goals, Discovering and using financial management tools and resources, and Planning for a secure retirement. You will learn how to enroll in the EY process that is provided free of charge by Wespath. 2. United Methodist Benefits Review – Ron Coleman, Wespath The United Methodist Church offers many benefits to its clergy. This class will explain what benefits you may expect from the Church when you retire. 3. Unexpected Events: Benefits You Need the Most – Carrie Persivale, Wespath 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 class, you will learn “what to do” and “what to expect” at those times when you and your family need benefits the most.
8. Social Security – Channon McLaurin, Social Security Administration Discovering and then incorporating several financial management tools. This session will help prioritize and balance financial goals. Question and answer period about deploying resources including investment questions will conclude this break-out session. 9. Legacy Wealth Planning – Ronald C. Morton, J.D., LL.M. We’ll discuss subjects most of us would rather avoid: death, disability, and taxes. Many people do not give a thought to the certainty of their own death; yet it will happen to each and every one of us. Then what happens? 10. Buying a Home-Looking Toward Retirement – Ellen Short, Realtor The time is going to come when you will need to buy a home. Whether it is now or in the future, there is no better time than now to begin to understand the process and what you will need to consider when doing so. TIME
SESSION CONTENT
Monday, August 13, 2018 8:00 - 8:30 a.m.
Continental Breakfast and Fellowship
8:30 - 10:00 a.m.
Session 1 – Plenary Financial Planning - Ernst & Young
4. Clergy Housing and Moving Expenses – Wespath Attorney We will learn the history of the housing allowance and how to maximize your current exclusion. Time will be spent around the process we currently find ourselves in the challenge to this exclusion and how it could affect us going forward. What are the pit falls and mountain tops we should consider? The 2017 tax law directly affected the financial aspects of the moving process. Who pays and who pays taxes becomes a question ever before us as the Mississippi Conference moves to have each pastor furnish their own home over the next few years.
10:00 - 10:15 a.m.
Break
10:15 a.m. -12:00 p.m.
Session 2 – Plenary UM Benefits Review - Ron Coleman
12:00 - 1:00 p.m.
Lunch
1:00 - 2:15 p.m.
Session 3 – Plenary Unexpected Events: Benefits You Need the Most - Carrie Persivale
2:15 - 3:45 p.m.
Session 4 – Plenary Clergy Housing and Moving Expenses - Wespath
3:45 - 4:00 p.m.
Break
5. Clergy Compensation Update – David Stotts, CPA Conference Treasurer This session will review the 2019 Clergy Budget Compensation form and changes that will be found on it. We will look at the tax implications of each line and discuss any proposed or enacted tax law that is coming before us.
4:00 - 5:00 p.m.
Session 5 – Plenary Mississippi Clergy Compensation Update - David Stotts
6. Cultivating Stewardship & Generosity – Melvin Amerson, Texas Methodist Foundation Celebrating the Offering is a workshop for pastors and church leaders of small and large churches who want to rekindle the offertory time during worship. Ideas will be shared to create an atmosphere of celebration and extravagant generosity during the offering. Developing a Culture of Generosity is designed for pastors and church leaders of small and large congregations who want to cultivate a culture of Extravagant and Fruit-filled Generosity in their local church. Year-Round stewardship ideas and strategies will be offered to develop congregations of generous people.
7:30 - 8:00 a.m.
Continental Breakfast and Fellowship
8:00 - 9:15 a.m.
Session 6 – Plenary Cultivating Stewardship and Generosity - Melvin Amerson
9:15 - 10:15 a.m.
Session 7 – Plenary Investing and Reserves and Electronic Giving - Mary Lee Reed
10:15 - 10:30 a.m.
Break
10:30 - 11:45 a.m.
Session 8 – Plenary Social Security - Channon McLaurin
11:45 a.m. - 12:45 p.m.
Lunch
12:45 - 2:00 p.m.
Session 9 – Plenary Legacy Wealth Planning - Ron Morton
2:00 - 3:00 p.m.
Session 10 – Plenary Buying a Home-Looking Toward Retirement - Ellen Short
3:00 - 3:15 p.m.
Break
3:15 - 4:30 p.m.
Closing Worship - Bishop James E. Swanson, Sr.
7. Investing, Reserves, and Electronic Giving – Mary Lee Reed, United Methodist Foundation Associate Director This session will explore ways of investing and how to best utilize the short term funds and long term funds of the MS UM Foundation. Every church needs reserves. How should you begin to build them and how would you determine what is basic to have. This session will provide valuable information on the electronic giving. Properly used, it can increase your members giving.
Dinner and Evening on your own
Tuesday, August 14, 2018
3 “L” Academy Registration Form Or Register Online at www.mississippi-umc.org
August 13-14, 2018
3“L”Academy Learning, Living, and Leading Stewardship by Connecting & Sharing Your Time, Talents, Gifts, Service, & Witness
Hilton Jackson, County Line Road, Jackson, Mississippi Attendee Name:___________________________________________________________________ Will spouse attend?________If yes, spouse’s name:______________________________________ Address:________________________________________________________________________ District:_________________________Church Name:_____________________________________ Email Address:____________________________ Phone:_________________________________
Registration: Cost
Enclosed
Attendee.................................. $40.......................................$___________________ Spouse..................................... $25.......................................$___________________
Total: $___________________
Sponsored by: Mississippi Conference Board of Pension n
Mail to Mississippi Conference UMC-3 “L” Academy, 320-A Briarwood Dr., Jackson, MS 39206 Contact David Stotts at 769-243-7020, if you have any questions concerning registration or program. For hotel reservations at the site of the 3 “L” Academy, contact the Hilton Jackson at 1-888-263-0524. Ask for a room in the United Methodist Church block and use the block code UMCC3L. The hotel is located at 1001 East County Line Road, Jackson, Mississippi.
August 13-14, 2018
Hilton Jackson, County Line Road, Jackson, Mississippi The academy will provide an opportunity to explore clergy benefits, financial planning, stewardship education, and connectionalism as the participant leads the denomination in Mississippi and to accomplish the mission of The United Methodist Church: The mission of the Church is to make disciples of Jesus Christ for the transformation of the world. Local churches provide the most significant arena through which disciple-making occurs.