Increase Your Personal and Professional Financial Knowledge

LSS Financial Counseling

Portico Benefit Services contracts with LSS Financial Counseling to offer numerous benefits to Portico members. One of those many benefits is that Portico members and their immediate family members have access to six free financial counseling sessions. LSS Certified Financial Counselors will review financial profiles and offer individualized advice to help achieve financial goals. Even if an individual has a healthy financial status, the counseling process can affirm that they are on the right track. Contact LSS Financial Counseling

What can you accomplish with one of the LSS Certified Financial Counselors?

  • Improve your credit score
  • Manage your student loans
  • Buy and protect your home
  • Establish a budget
  • Consolidate your payments with a Debt Management Plan

Simple steps to engage with a LSS Financial Counselor:

  • An appointment is scheduled over the phone (1-800-528-2926) and individual mentions “Portico” to trigger certificate generation and correct billing;
  • A one-on-one financial counseling session takes place (approx. 45 min in length) and individuals are given a very specific action plan based on the conversation;
  • A “Certificate of Attendance” is presented to the individual acknowledging completion of a first counseling session;
  • Additional sessions can be scheduled to work through the action plan (up to six).

Portico Benefit Services

Portico provides free financial and/or retirement planning by financial planners who understand the intricacies of our church benefits plan. Contact Portico Benefit Services


Executive Skills for Church Leaders 

is a week long course taught by faculty at California Lutheran University (CLU), offered twice each year.  CLU’s Executive Skills for Church Leaders provide 1- and 2-year courses focused on professional counseling around tax issues and education debt; and training for effective compensation and salary negotiations. Read More on Executive Skills for Church Leaders 


Resourceful Servants

Our ELCA churchwide partners​ have developed an online course for treasurers and other congregational leaders. Read more about Resourceful Servants

 

For educational opportunities that include a cost, scholarships may be available through 3E as an encouragement for all leaders in the church to be growing in their knowledge, and growing in their ability to manage the abundance of wealth that God has trusted to our hands.

3E Core Value
We work from abundance
. From the opening chapters of Genesis depicting a flourishing, fruitful creation, to Jesus’ mission articulated in the Gospel of John: “I came that they may have life, and have it abundantly,” God promises an abundance of gifts for the life of the world. The Lilly Endowment National Initiative and the RMS afford 3E abundant resources to support the development of our programs.