Financial Planning 20-50 Seminar

Description: This seminar will focus on the need for sufficient contributions, appropriate growth-oriented investment allocations, the need to manage financial risk with Term Life insurance, Long Term Disability (LTD) insurance, health insurance, and debt avoidance.  RBI will seek to communicate a broader financial framework on how to protect ourselves and families for years to come.

Event Details: Access to the recorded seminar and printable materials is free. If you would like to request an on-site presentation, please complete the form below.

 

Seminar Agenda:

  1. Create a budget
  2. Give (Tithe)
  3. Address debt
  4. Create emergency funding
  5. Select health insurance
  6. Begin savings/investing for retirement
Don Aldi headshot

Speaker:

Don is a Financial Planning Advisor for PCA Retirement & Benefits. RBI called Don to be a part of their mission and ministry in 2017. Don is a Teaching Elder in the Georgia Foothills Presbytery and serves as its stated clerk. Before joining RBI, he as Senior Pastor of Resurrection Presbyterian Church in Athens, Georgia and, before that, as Associate Pastor at Redeemer Presbyterian Church in Athens, Georgia.  Don is a graduate of Virginia Tech (BS, Computer Science), and Westminster Theological Seminary (MDiv) in Philadelphia.  Don is a Chartered Retirement Planning Counselor (CRPC®) and presently working towards his Certified Financial Planner (CFP®) designation. Prior to ordination, Don worked in the software industry holding a variety of positions in product development, IT, product management and sales. Don’s primary responsibility is to provide pastors, plan participants, and churches with retirement, investment, insurance, and general financial planning advice and guidance. He also visits presbyteries, churches, schools and seminaries to conduct seminars on financial wellness and retirement readiness and to meet individually with our ministry partners. Don and his wife Jenny have 4 adult children and they attend Resurrection Presbyterian Church in Athens, Georgia, the church they had the privilege to plant in 2010.  In his free time, Don enjoys photography and watching all things Star Wars and Star Trek.

Request a Seminar Form

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About PCA Retirement & Benefits

We prepare and protect PCA co-laborers in Christ by providing products and guidance in retirement, insurance, relief, and related services. We aim, through trusted relationships with our partners, to enable and encourage them to be more focused on ministry.

 

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