ESR Offers Financial Seminars

ESR is offering practical help to students, alumni/ae and area pastors in the form of financial seminars thanks to a Lilly Endowment grant. These free seminars, which will take place this fall, will cover basic money concepts, investment and debt, issues related to income tax and ministry, estate planning, insurance options and strategies, and investments concepts.

Ministry brings many challenges. Thanks to small congregations, meager salaries, and economically depressed times, money is often one of them. Those factors won’t change in the near future, but those called to ministry can become better informed so that their decisions lead to sound financial futures.

The seminars will take place at ESR on the dates below from 9:30 a.m. – 3:00 p.m, and lunch will be included.

September 13

Money Concepts -- Bud Shore, Co-owner of Shoreline Asset Management
Ministers and Taxes -- John Butler, Tax Counsel at CapinCrouse

September 20

Estate Planning -- David Brock, Partner and Attorney, DeFur Voran
Insurance -- John Norris, Founder of Norris Insurance Agency

October 4

Investment Concepts and Developing a Personal Plan -- Bud Shore, Co-owner of Shoreline Asset Management
Important Facts:

  • These seminars are free of charge to all ESR students, alumni/ae, and Friends ministers regardless of affiliation.
  • These seminars are required for all ESR students receiving financial aid. For those who cannot physically attend, webcast and recorded video options are available.
  • A $500 matching grant is available to any ESR student who completes these seminars; funds must be matched and invested for the student’s retirement.

To reserve your place, contact Miriam Bunner or call (765) 983-1687.