This event is sponsored by the Rio Texas Conference Board of Pensions and Wespath open to clergy and lay participants of all ages. Spouses are also encouraged to participate. Stay for all or the topics that interest you.

Register by April 9th and receive a personalized Wespath pension projection.

We hope you will join us on April 24th!

TOPICS: 

• Wespath Pension 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, UMPIP and the new Compass plan. Get a better understanding of how these plans work, investment options, and contribution options to maximize your future. 

• Estate Planning Basics  - Estate 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. Throughout 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.

• Dissolve That Debt (1:40 PM – 2:30 PM) – Presented by EY. Properly managing income, expenses and debt is crucial to achieving short-term peace of mind as well as accomplishing long-term goals.  Throughout this workshop, we’ll help you understand the cash/debt management process, recognize how to evaluate and manage spending, learn to develop a plan to reduce and prevent debt, and help you use the tools and resources available to you.

Questions about this webinar may be addressed to Isabel Munoz