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Church Financial Benefits Department

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(866) 489-3521 Ky. Only

GuideStone Live 2012

GuideStone is shipping its expertise and world-class customer service straight to you — and it’s all free!

Register now on the GuideStone website.

The events will feature:

  • Twelve expert-led seminars including Basics of Investing, Guided Planning Services, Market Outlook and Medicare Alphabet Soup.
  • Personal appointments to discuss investment advice, insurance needs or your retirement plan.
  • Food, giveaways and resources:
    - Wellness check-ups (glucose, cholesterol and blood pressure tests).
    - Lunch provided by GuideStone.
    - A drawing at each location for a Garmin GPS.

Conferences

8:30 – 9:30 CONFERENCES

Medicare Alphabet Soup
Speaker: Laura Dillon, GuideStone Financial Resources
During this workshop we will review the four parts of Medicare – Part A, Part B, Part C and Part D. We will examine all aspects of Medicare; from when you are eligible to what the Plans stand for and the coverage they provide. We will look in-depth at Part C and Medicare Advantage programs, the Part D RX landscape and the infamous Part D “donut hole”.

GPS: Guided Planning Services®*
Speaker: Brian Roome, GuideStone Financial Resources
Learn how to meet your long-term financial goals! You’ll receive a review of your unique savings needs, guidance to help determine if you’re on track to retire on time and clear, personalized investment recommendations.

Basics of Investing
Speaker: Nathan Hutson, GuideStone Financial Resources
See how understanding the basics of investing can play a part in helping you reach your financial goals. Topics include an overview of asset classes and their function in your investment plan, how to manage risk, the importance of asset allocation and creating and implementing an investment plan.

How to Create an Estate Plan
Speaker: Laurie Valentine, Kentucky Baptist Foundation
Your final wishes are extremely important. Learn how to appropriately use estate planning documents to ensure your plan is carried out. Gain the basics of wills, power of attorneys, living wills, trusts and beneficiary designations.

9:45 – 10:45 CONFERENCES

Retirement Countdown (55+)
Speaker: Don Spencer, Kentucky Baptist Convention
You’re almost there! Now that retirement is approaching, you need to be aware of the many decisions that need to be made during this transition time. Topics include choosing appropriate distribution options, taxation of benefits, working during retirement and the impact of social security.

Strategies for Your Retirement (30s/40s)
Speaker: Mike Ford, GuideStone Financial Resources
You already know the importance of planning for your retirement, now learn some strategies you can put into place to set yourself up for success. Topics include setting your retirement goals, clarifying how much you will need for retirement, choosing appropriate investment vehicles and how to formulate a retirement plan that is part of your overall financial planning strategy.

Being Tax Smart
Speaker: Jeremy Andries, GuideStone Financial Resources
Get the latest info on tax law and how to consider taxes in your overall financial plan. Also, gain an understanding of tax brackets, maximizing cash flow and tax-smart investing.

Budgeting and Saving Strategies
Speaker: Linda Miller, GuideStone Financial Resources
Identify the steps of successful financial planning. Learn how to create and implement a budget and gain specific saving strategies to improve your cash flow.

Church Retirement Plan (Spanish)
Speaker: Miguel Perez, GuideStone Financial Resources
See how GuideStone’s Church Retirement Plan is designed to meet the unique needs of ministers and staff who serve Hispanic Baptist churches, associations or church-related schools. With GuideStone retirement plans, especially created for ministries, your organization can be sure that any plan you choose is designed for those who serve the Lord.
Louisville Site Only

11:00 – 12:00 CONFERENCES

Market Outlook
Speaker: Nathan Hutson, GuideStone Financial Resources
Where is the market going from here? Uncover how recent economic results may impact the capital markets around the world.

Managing and Eliminating Debt
Speaker: Jeremy Andries, GuideStone Financial Resources
Learn how to get a handle on debt. Uncover the warning signs of too much debt and the differences between good and bad debt. Plus, get practical tips on managing and eliminating existing debt.

Health Plan Basics
Speaker: Laura Dillon, GuideStone Financial Resources
During this workshop we will review the best practices for developing a healthy employee benefits package: Selecting the right medical plan, benefits package structure, funding options and design, controlling costs over time and other benefits you should consider in your package.

Top 10 Financial Tips for 20s and 30s
Speaker: Seth Hawkins, GuideStone Financial Resources
Discover important, yet sometimes overlooked, financial planning tips for those in their 20s and 30s. Take the guesswork out of the role of life and disability insurance, building credit and saving for retirement.

Compensation Planning (Spanish)
Speaker: Miguel Perez, GuideStone Financial Resources
Learn how your church can make the most of its limited resources - while providing more after-tax income for your ministers and other staff. You'll learn six steps to a solid compensation plan, guidelines for designating a minister's housing allowance and the dangers of a "lump sum" or "package" approach. Louisville Site Only

12:00 LUNCH

Attend a complimentary luncheon hosted by John Ambra, Director of Development for GuideStone’s Mission:Dignity ministry that assists retired ministers and their widows who are in financial need. Reserve your place on line when you register. We’ll give away a Garmin GPS unit at the luncheon.