Description
How it works
Book, pay and meet, all online.
Click Meet With an AdvisorChoose a time that works for you in our online scheduler.
Pay securelyPay when you book. You’ll get a confirmation with your session details.
Meet with a senior advisorBring your questions and any related documents.
Why book a session
A senior advisor who specializes in churches, clergy and ministries.
Minnesota’s Paid Leave program brings new premiums, employee notices and leave rules for employers. A senior advisor explains how they apply to your organization and staff.
Common topics
What clients most often bring to this session.
Who is coveredEmployer premiumsEmployee noticesLeave rulesCompliance next steps
Common questions
About booking and billing.
How do I prepare?
Have your questions and any related documents ready, such as tax returns, payroll reports, notices or plan documents.
What if we need more time?
The first 30 minutes are $150. Additional time is billed in 15-minute increments at $300 an hour.
I’d rather have someone help me.
Our team works with churches and clergy every day. Email clientservices@clergyfinancial.com or call (888) 421-0101.
