Reform Your Finances
Break Free from Stress and Steward with Purpose
Donation-Based Virtual Summit
September 16 & 17 | 12:00 - 1:30pm ET
*Summit will be recorded for replay
Money has the power to shape many aspects of our daily lives—our peace, relationships, priorities—even our sense of hope for the future. Yet many people experience stress, shame, fear, confusion, or the constant feeling of never having enough. It is easy to get trapped in cycles of debt, anxiety, and comparison, leading us to feel unsure of how to move forward or regain control if we've lost it.
But what if financial freedom doesn’t begin with numbers? What if it actually begins with personal transformation?
God never intended money to be a source of fear and bondage. He designed it as a tool for stewardship, generosity, and purpose.
Scripture reminds us that everything we have is ultimately entrusted to us by God. We are not owners, but stewards—called to manage wisely what He has provided.
When we begin to see finances through this lens, our relationship with money changes. Fear can give way to trust. Disorder can become discipline. Scarcity can be replaced with gratitude and peace.
This summit is an invitation to reset both your financial habits and mindset.
Together, we will honestly examine our current financial reality—our income, spending, debt, habits, and goals—while learning practical and sustainable ways to build stability and freedom. Through faith-filled teaching, practical tools, and spiritual encouragement, we will explore how to eliminate financial “leaks,” create realistic budgets, wisely steward income, establish habits of saving and investing, and embrace generosity as a way of life.
Most importantly, we will discover that financial stewardship is not only about gaining control of money, but about allowing God to bring order, freedom, and purpose into every area of our lives. True financial reform is not rooted in greed or accumulation, but in trust, wisdom, contentment, and the freedom to live generously.
We invite you to join us for this donation-based virtual summit as we explore what it means to reform our finances through the wisdom of Scripture and the example of the saints.
This Summit is an opportunity and invitation to root your financial life in Christ — trusting in God's provision as we build practical, wise habits for stewarding what He's given us.
Together, we will learn how to move from financial stress to financial stewardship, from anxiety to peace, and from scarcity to a life rooted in trust, freedom, and purposeful generosity.
“For where your treasure is, there your heart will be also.”
– Matthew 6:21
What’s Included:
4
30-minute keynote presentations
2
hours of panelist discussions
2
live Q&A sessions
Educational resources
Recordings for replay
An Invitation to Spend, Save, and Steward According to God’s Plan
What You’ll Learn:
+ How to reframe yourself as steward, not owner, of your money
+ How to reset your financial mindset and heal your relationship with money
+ The true state of your current financial reality (income, spending, debt)
+ How to identify leaks, habits, and areas of overspending
+ How to build a simple, sustainable budgeting system
+ How to make a plan to eliminate debt and regain control
+ How to increase and steward income wisely
+ Habits to help you save and invest for long-term stability
+ How to be generous and purposeful in your financial life (including tithing)
Access to the summit is donation-based. Each participant will receive live and recorded access, along with resources to reform your finances.
A $50 donation is recommended, but any donation will grant you full access to the summit.
Thank you in advance for your donation and support of Reform Alms!
“Honor the Lord with your wealth and with the firstfruits of all your produce.”
– Proverbs 3:9
Speakers & Panelists
Our donation-based virtual summit, brings together a diverse panel of experts in faith, functional medicine, and financial planning to help you implement this powerful discipline to heal and purify the body and soul.
Host: Jackie Mulligan, Foundress of Reform Wellness, President of Reform Alms
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Eucharistic Adoration was the turning point for everything in Jackie's life — and the birthplace of Reform!
After achieving several degrees, pursuing many avenues of health and fitness, and climbing the corporate ladder, Jackie felt restless, unfulfilled, and burned out. She craved connection, community, and a deeper sense of purpose.
Through God's grace, she shifted from striving in the world to fully focusing on building an authentic relationship with Jesus and caring for the health of her body and soul. Her life was re-ordered and reformed: Christ became the center of everything. From there, she could nourish all aspects of her life with Him as the source and summit.
Inspired by Our Lady's fiat when she said "yes" to her role as the mother of the Savior, Reform started with Jackie's wholehearted "yes" to God. She says "yes" to Christ daily and invites others to join her in that same intentionality. We need Jesus at the center of our lives to be wholly well.
Moving from a posture of self-reliance to one of receptivity and total reliance on Christ has given Jackie the freedom, joy, and health in body and soul she always desired.
Reform was founded and started by Jackie. She now serves as Chief Executive Officer of Reform Wellness and President of its nonprofit sector, Reform Alms. Jackie has paired her personal experience with her professional knowledge to create Reform, a program that innovatively merges faith and functional health. The information and tools she shares grow from her life experience and education: a Master of Theology, Master of Business Administration, Master of Secondary Education, and Bachelor of Arts in Languages, alongside her certifications as a Functional Diagnostic Nutrition Practitioner and Board Certified Holistic Nutritionist, and her background as a former NYS Certified Spanish teacher.
Day 1 Speakers & Panelists
Keynote: Dr. Bob Schuchts, Author & Founder, John Paul II Healing Center
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Dr. Bob Schuchts is the founder of the John Paul II Healing Center, where he and his team provide healing and equipping conferences for clergy, religious and lay people in the Catholic Church. Dr.Bob is the author of several books including Be Healed: Encountering the Powerful Love of Jesus in Your Life and Be Transformed: The Healing Power of the Sacraments. He and his co-host Jake Khym also have a podcast entitled: Restore the Glory. Bob and his wife Margie were married for forty-two years before she passed away in 2017. He has two grown daughters who are married and serve in the ministry at the John Paul II Healing Center, and also has 10 grandchildren.
Read Dr. Bob’s Full Testimonial: https://www.reformwellness.co/testimonials/rooted-in-christ
Testimonial: Wyatt Carrell, Retired Businessman, Steward of God’s Provision
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Wyatt Carrell is a retired business man who also served in ministry for the past 40 years.
At the peak of his career, as a VP for a software company, and after building their dream home, he heard Jesus speak clearly to him 3 times- Sell your house! This led he and his family on a great adventure over many years learning to depend on the Father’s Provision. He recently lost his beloved wife Nancy after 50 years of marriage. He has three grown children and 9 grandchildren. He resides in Cincinnati Ohio.
Panelist: Fr. Innocent Montgomery, CFR
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A Catholic priest and Franciscan Friar of the Renewal, Fr. Innocent Montgomery accompanies his fellow friars in the interior life, community life, and the shared mission of evangelization and service to the poor.
A Reformer himself, Fr. Innocent was one of the very first priests Jackie worked with and was instrumental in shaping the conviction at the heart of Reform: that we are all called to be whole and holy. Through their work together, Jackie witnessed firsthand the truth that God created us to be happy, healthy, and holy. Fr. Innocent has lived this truth personally, walking through burnout, chronic illness, and exhaustion before discovering Reform Wellness as a way of life. (Read his powerful testimonial.)
In addition to his contagious joy and deep love of Christ, Fr. Innocent continually reminds us that reclaiming our identity in Christ is the starting point for healing and the journey toward wholeness and holiness. Fr. Innocent is a leader in our foundational course, Reform Online™, and you may also recognize him from Poco a Poco, one of our favorite podcasts.
Day 2 Speakers & Panelists
Keynote: Cassie Panzenbeck, MBA, AAMS™, CPFA®, CFP®, Treasurer of Reform Alms
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Cassie Panzenbeck MBA, AAMS™, CPFA®, CFP® is a Catholic, wife, mother, and professional Financial Advisor. Cassie joined the Reform Board of Directors in 2024, and is an enthusiastic advocate for Christ-centered living.
Cassie lives in Charleston, South Carolina with her husband, Bobby, and their three children (with #4 on the way). When not spending time with her family or supporting Reform, Cassie can be found serving on the Board of Hearts of Joy International, volunteering with the Cathedral of St. John the Baptist and the Junior League of Charleston, and enjoying the company of her fellow Chi Omega alumnae.
Professionally, Cassie specializes in full-service wealth management and financial planning for families, business owners, executives, philanthropists, and policy organizations who want their deeply-held values reflected in how they grow, share, and pass on their wealth. More than simple investment advice, Cassie’s wrap-around client service experience is founded on comprehensive, goal-based, values-informed financial planning. Clients appreciate having Cassie as their go-to advisor on all things finance, business, philanthropy, risk, and succession. Cassie holds multiple professional designations and is an alumnus of the University of Oklahoma (BBA) and the University of Texas at Austin (MBA).
Keynote: Jonathan and Amanda Teixeira, Co-Founders of WalletWin
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In January 2012, then-FOCUS missionaries and newlyweds, Jonathan and Amanda Teixeira had $25,000 in debt and a deep desire to break free. A short — and zealous — seven and half months later they wrote their last check to Sallie Mae and closed the doors on debt forever. Since kicking debt to the curb, they’ve focused on saving, investing and giving in a way that set them up for total financial peace for a lifetime.
Upon hearing their story, a few people asked them money questions — and they answered. That snowballed into hundreds of answers, speaking at events, providing financial coaching, and in 2017, founding WalletWin to provide Catholic financial formation for the whole family.
They are authors of How to Attack Debt, Build Savings, and Change the World Through Generosity: A Catholic Guide to Managing Money, hosts of The Catholic Money Show, and creators of The Catholic Money Course, and The Catholic Family Emergency Binder. They have appeared on EWTN, FORMED.org, and are regular guests on Relevant Radio. Their financial formation programs are used by parishes, dioceses, and schools across the country.
Jonathan and Amanda live in Omaha, Nebraska with their five children.
Panelist: Matt Bush, Co-founder and CEO of Wealth Architect
Reform Your Finances
Access to the summit is donation-based. Each participant will receive live and recorded access, along with resources to reform your finances.
Participation in the summit is donation-based. All donations will benefit Reform’s non-profit arm, Reform Alms.
You are welcome to purchase the summit as a gift for another. Please be sure to use their email address when registering so they receive access.
