Register by April 3rd to receive your Wespath pension projection!
We hope you will join us on April 16th for the Financial Wellness Webinar on Tuesday, April 16th from 10:00 AM – 2:30 PM.
This event is sponsored by the Rio Texas Conference Board of Pensions and Wespath open to clergy of all ages. Spouses are also encouraged to participate. Stay for all or the topics that interest you.
Registration Link - REGISTER HERE
TOPICS:
Your Wespath Plans - Frank O’Brien, a benefits educator from Wespath will review all the Wespath pension plans in detail including the CRSP-DC, CRSP-DB, MPP, and UMPIP plans. Get a better understanding of how these plans work, investment options, and contribution options to maximize your future.
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.
Social Security - An integral piece of your retirement income puzzle. Knowing how to maximize your benefits 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.
We hope you will join us on April 16th!