New Mexico Baptist Foundation
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The New Mexico Baptist Foundation is excited to offer three conferences to the local church: Successful Christian Financial Management, Investments, and Creative Estate Planning - Wills and Trusts.  The church may choose any combination of the conferences available.
The suggested conference schedule is to host the Successful Christian Financial Management conference on Sunday, the Investments conference on Wednesday, and the Creative Estate Planning - Wills and Trusts conference on the following Sunday.  The courses can also be hosted on a single weekend.
To set up you conference schedule, please call the Foundation office toll-free at 1-877-841-3777 or in Albuquerque at 332-3777 or email us at foundation@nmbf.com.

Creative Estate Planning-Wills and Trusts

What is estate planning?  If you have possessions, you have an estate.  Their orderly care during your lifetime represents financial management.  Their disposition after your lifetime is called estate settlement.  Deciding in advance how this will be done is known as estate planning.  It's that simple.

And yet, for many reasons, it's easy to put off estate planning.  Today's challenges compete for our attention.  Contemplating one's demise is an unpleasant subject, so we procrastinate.  Unaware of the many benefits of estate planning, we may forestall action.  Concern about fees for professional counsel also encourages delay.

None of these reasons diminishes the critical importance of estate planning.  Failure to provide for the future can deny those you care about the benefit of your hard work.  On the other hand, a creative estate plan will assure that:

  • your personal and family needs are met now
  • your surviving dependents will live comfortably
  • your assets will be managed prudently
  • your estate will avoid unnecessary costs and taxes
  • your arrangements will perpetuate your lifetime giving

In this conference, we'll discuss the steps you should follow in putting together an estate plan that meets your goals.  We'll warn you about dangerous misconceptions.  You'll learn the key facts about wills and trusts.  You'll find out how you can reduce or even avoid estate taxes.  And you'll discover how estate planning can enable you to manage you investments more profitably now!

Sunday 2 Schedule

Morning Worship Service
"Let What I Leave Live On" - Dr. Claude Cone
Lunch on Grounds - Church provides
Afternoon Session
1:15-2:00 - "Understanding the Need for a Christian Will" - George Stevens
2:00-2:45 - "Trusts, How They Benefit You" - B. Lee Black

Consultation Appointments follow
George Stevens and B. Lee Black

Cost - Travel expenses speakers and conference fee (Total Church Membership multiplied by $1.00; Maximum of $500).  Individuals having documents prepared will have to pay a preparation fee.

Successful Christian Financial Management

For Christian families across the land - many of whom are experiencing abundance, some are young adults just beginning marriage, some are seniors living on fixed incomes, or others who find themselves shackled by debt - this seminar provides Bible-based principles for financial freedom, and the opportunity to live in obedience to God.

Lifeway Church Stewardship Services has designed this life-changing seminar.  It is a valuable resource designed to help church families with critical financial management issues.  The local church cannot help but benefit when their members put God first in their faith-walk.

Learn How To:

  • get out and stay out of debt, starting today
  • retire comfortably
  • find a biblically-based philosophy of money
  • develop and live within a budget
  • discover the "10-70-20" Plan for financial freedom

Sunday 1 Schedule

Sunday School  - "Principles of Money Management"

Youth and adults, extended to 1 hour and 15 minutes if possible
Morning Worship Service - Sermon on Tithing
Discipleship Training (or afternoon session) - "10-70-20- Plan"
Evening Worship Service - Sermon on Grace Giving

Cost - Travel expenses and honorarium for speaker and promotional materials and workbooks.

Investments

Financial goal-setting is an intensely personal affair that will be guided by your own style and preferences.  But if you set nebulous, generalized goals, such as "financial security" or "a comfortable retirement," you're going to have trouble measuring your progress along the way.

There are no "right" or "wrong" investment goals.  They can be what ever you want them to be and naturally will be influenced by your income and job security, your ability to take risks, your age and your financial prospects in general.

This conference will help church members learn to set short-term and long-term goals by looking at investment:

  • Type
  • Risk
  • Growth Potential
  • Yield

While this conference does not specifically suggest what  individuals should invest in, it does educate on what is available and who, within the community, would be able to assist the individual.

Wednesday Schedule
Wednesday Evening  - "Investment Conference"

Cost - Travel expenses and honorarium for speaker.

Contact the Foundation for current available dates.