Ministerial Income and Retirement Planning

With Jamison Davis of Guardian Wealth Management

A workshop designed to educate ministers on the unique aspects of ministerial finance and retirement planning. This includes reasons not to opt out of Social Security, why every minister should maintain a mortgage, and how to maximize housing allowance by contributing to a 403(b)(9) Church or Denominational Retirement Plan. The discussion will be followed by a Q&A session.

Jamison is a financial advisor with over 20 years of experience, 10 of which as a bi-vocational minister. His experiences have given him a unique perspective and a wealth of knowledge, enabling him to serve ministers and churches well. He lives in Phoenix, AZ with his wife, three kids, and one St. Bernard.