The Conference Board of Pension and Health Benefits is presenting Financial and Pre-Retirement Seminars for pastors and their spouses. Presentations will be led by a benefits educator from Wespath Benefits and Investments and Ernst and Young.  Pension projections will be provided for those in attendance.

This seminar focuses on financial planning and is targeted for those seeking assistance in reaching their financial goals.

Topics to be discussed:

  • Achieving Financial Wellness – Properly managing your health and wealth are keys to achieving wellness.  While we hope you use available resources to improve your physical wellness, this workshop is designed to help you achieve financial wellness. You’ll start by learning to assess where you are today, financially, including cash flow, debt and net worth. Then, you will learn to use the financial planning process to accomplish your goals, know how to develop a plan to get on track for retirement and learn how to use Wespath benefits to help achieve your financial goals.
  • Estate Planning – Planning for “the inevitable” is not a topic many of us want to face. However, after your passing, without proper planning your assets may not be distributed as you hoped, or perhaps assets will be tied up in the courts for months or years, and maybe your family will not be as financially secure as they would like. Estate planning is not just for the wealthy; there are actions everyone needs to take now to ensure their wishes are followed and loved ones are protected and remain financially secure. During this workshop, we’ll discuss what an estate encompasses, the pros and cons of probate, the role of trusts, important estate documents, estate taxation, tools to reduce estate taxes and the resources available to assist you.
  • Wespath Pension Plans – Representatives from Wespath will discuss retirement pension plans in detail as well as resources provided by Wespath Benefits and Investments.

  • Alexa Taylor

Add to my Calendar