2021 Virtual Pre-Retirement Seminar

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.