Financial Planning Topics for the Senior Missionary

The Financial Planning Topics Course equips prospective missionaries with essential financial planning ideas to make their service a reality. It comes with 1 year of access to financial planning software!

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Senior Missionary Service

Serving a mission after you retire is a blessing ​to you, those you serve, and your family. This will give you the information and guidance to move it from a desire to being thought out and planned.

Investing

Students learn about investing before, during, and after serving. Make investing support your service, not a distraction.

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Tax Management

This course offers valuable insights into managing the tax implications of serving and using the tax laws effectively to offset taxes on your mission expenses.

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Financial Planning Topics for the Senior Missionary

Get insights into taxes, estate, income, and Financial Planning Software to make it a reality!

Tax Management

Learn about what expenses are tax deductible and what aren't and how to maximize your tax savings.

Investing Essentials

Learn to invest in a way that supports your service, not distracts you from it

Health Insurance

Learn about different health insurance options and how to qualify for medical cost tax deductions.

Estate Essentials

Learn about what Estate Planning documents you need and what discussions to have with your Attorney.

Elderly Planning

Retirement funds management covered.

Senior Mission

Estate planning for seniors.

Wealth Management

Investment tactics for elders.

Aging Finance

Budgeting tips for seniors.

Financial Planning Topics for the Senior Missionary

Tax Management

By attending this course, prospective missionaries understand how to fund their mission and save on taxes.

Advanced Planning

Financial Planning Topics for the Senior Missionary

Financial Planning Software

You'll also be granted access to Financial Planning Software to run the needed scenarios to get the most from your course.

Financial Planning Topics for the Senior Missionary

If you feel called to serve, whenever that happens in your life, it is wise to start planning and preparing to make it a reality. We must take more action than just desiring to serve. Oliver Cowdry had an experience that teaches us this principle. He desired to translate as Joseph Smith did, but when he tried, he was unable to. As recorded in D&C 9:7, the Lord explained, "You have supposed that I would give it unto you, when you took no thought save it was to ask me." The same is true for many endeavors in our lives. When we want to serve, we need to "study it out in our minds" by learning financial principles we can apply, considering our circumstances, resources, and health, to name a few. President Monson taught that we should pray like it all depends on the Lord and then work like it all depends on us. Part of the effort required to serve a mission is putting our financial houses in order and planning how to cover the expenses of serving a mission.

This course has been made with a desire to equip everyone who wants to serve with knowledge of the financial aspects of missionary service so they can use the "talents" the Lord has given them wisely and maybe even stretch them so they can do more good then if they just jumped in without "studying it out in their mind." (D&C 9:8)

In addition to financial planning education, you'll gain access to state-of-the-art financial planning software with walk-through videos to get the most out of it. This will enable you to run the simulations taught in the course and do some of the work that professional financial planners do.

I hope you find encouragement, hope, and valuable ideas in this lesson that translate into a beautiful missionary experience that blesses you, those you serve, and all those you are around for the rest of your life. May God bless you as you stretch to answer His call!

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Lets Connect

Alan B Faerber
CERTIFIED FINANCIAL PLANNER™ 
Chartered Retirement Planning CounselorSM

Alan@Bountifulplanner.com
Cell: 385-319-2878

Schedule a Time

Let's Connect
on Medicare

Free Comprehensive Financial Plan with Medicare Consultation

Alan B Faerber
CERTIFIED FINANCIAL PLANNER™ 
Chartered Retirement Planning CounselorSM

Alan@Bountifulplanner.com
Cell: 385-319-2878

Schedule a Time