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Clergy Financial Planning ProgramApplicationPlease complete and return to Kim Ingram at kingram@wnccumc.org or c/o NCC Leadership Development, PO Box 2757, Huntersville, NC 28070NameDate of Birthrate

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How to fill out clergy financial planning program

01

Gather all financial documents such as income statements, expenses, retirement savings, and any debts.

02

Assess current financial situation including income, expenses, assets, and liabilities.

03

Set financial goals and prioritize them based on importance and timeframe.

04

Create a budget that aligns with financial goals and make adjustments as needed.

05

Develop a savings plan for emergencies, retirement, and other future expenses.

06

Consider seeking guidance from a financial advisor or planner specialized in clergy finances.

Who needs clergy financial planning program?

01

Clergy members who want to effectively manage their finances and plan for their future.

02

Clergy members who may not have a background in financial planning and need assistance in making informed decisions.

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What is clergy financial planning program?

The clergy financial planning program is a program designed to help clergy members plan and manage their finances effectively.

Who is required to file clergy financial planning program?

Clergy members are required to file the clergy financial planning program.

How to fill out clergy financial planning program?

Clergy members can fill out the clergy financial planning program by providing information about their income, expenses, savings, and investments.

What is the purpose of clergy financial planning program?

The purpose of the clergy financial planning program is to help clergy members create a comprehensive financial plan to secure their financial future.

What information must be reported on clergy financial planning program?

Clergy members must report their income, expenses, assets, liabilities, savings, and investments on the clergy financial planning program.

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