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 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.
  • An Ernst & Young  representative will discuss social security. Social security is an integral piece of your retirement income puzzle. Knowing how to maximize your benefit may be the difference between achieving your retirement goals and falling short. During this workshop, we’ll explore how social security benefits are calculated, when you can collect benefits, identify family members who may be entitled to benefits, understand how benefits are taxed and learn how to obtain projections of benefits. We’ll also look at social security in the context of “retirement planning,” as we review a six-step process for achieving your retirement goals.

  • Alexa Taylor

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