The Conference Board of Pension and Health Benefits is presenting a Pre-retirement Seminar for pastors and their spouses. Presentation will be led by a benefits educator from Wespath Benefits and Investments.
This seminar focuses on those planning retirement within the next five years. Session details include:
- Retirement Plans – A Wespath representative will review the pension plans, which include options at time of retirement and gaining understanding of the housing allowance exclusion.
- Health Insurance Benefits details for those eligible for the plan in retirement.
Agenda for the day:
9:00 a.m. – 9:05 a.m. | Opening comments
9:05 a.m. – 11:00 a.m. | Wespath Pre-Retirement -Wespath
11:10 a.m. – 12:00 p.m. | Health Plan in Retirement – GNJ
12:05 p.m. – 12:55 p.m. | Social Security – Wespath
12:55 p.m.- 1:00 p.m. | Final comments
Please enroll by Friday, February 19, 2021 if you would like to receive your Clergy Service Record and Retirement benefits Projection.