Deeper Simplicity, Broader Generosity Retreat

“Not your mother’s financial seminar!” If you’re looking for spreadsheets, graphs, and dry presentations of stock options, this is NOT the retreat for you.

This retreat will explore the intersection of faith and money on a personal level:

• How can we use our money to further our understanding of where and what God calls us to?
• How can we strengthen the connection between our financial gifts and investments and our faith journey?
• How do our passions influence the unique way each person will use their finances?

There will be NO math and NO charts. Yes, there will be a book, but it has pictures, and you don’t have to read it ahead.

Whether you’re a Stewardship leader or someone who wants to gain deeper understanding of how and why you make the financial choices you do, this retreat aims to help you approach these questions in a spirit-filled way. Join us at Bellwether Farm as we spend time with Celeste Ventura’s book Deeper Simplicity, Broader Generosity and explore what it means to live into financial wholeness and a life of generosity. The retreat will be led by Ms. Julie Lady, Senior VP, Ethics Manager, at a regional bank and a parishioner at Christ Episcopal Church, Shaker Heights. A free copy of the book will be provided to all retreatants.

Price inclusive of room, all meals (Fri supper through Sat lunch), and all supplies.

$ 200/person for single occupancy room

$ 170/person for double occupancy room

Leader bio:

Julie has worked in the financial services industry for 12 years, in risk management and fraud positions. She currently serves as Senior Vice President, Ethics Manager at a regional bank. Before entering the financial services industry, Julie was a Federal Trade Commission Attorney for more than five years. Julie attends Christ Church Shaker Heights and is a life coach who loves helping people accomplish their goals. Julie and her husband of 23 years have a passion for building community, hosting monthly potlucks, and inviting everyone they know. If Julie is not doing anything of those things, you’ll likely find her reading, knitting, or watching baseball.

Author bio:

Celeste Ventura served for 22 years as a financial advisor with Merrill Lynch. Since 2002, she has had the privilege of serving as one among many on CREDO faculty in financial wellness. With her involvement in both the Episcopal Church and the world of personal finance over the decades, she has found the most effective entrée to financial concepts stems from visual images. She lives in Carmel Valley, California.