Presented by Wespath Benefits and Investments in conjunction with the Missouri United Methodist Foundation/C2FM and the Missouri Conference, this workshop is open to all Missouri Clergy but especially important for 2022 Retirees and those Pastors planning to retire within the next 10 years. This will be a great opportunity to focus on your future and the decisions you will need to make as you prepare for retirement. Spouses are welcome to join as well.
Presenters include Bob Christophel – Manager, Wespath Benefits Education; Frank O'Brien, Wespath Benefits Educator; and Rev. Nate Berneking, Director of Financial and Administrative Ministries, Missouri Conference
Topics covered will include: The Retirement Process Clergy Retirement Plans – Retirement Income United Methodist Personal Investment Plan – UMPIP Clergy Retirement Security Plan – CRSP Ministerial Pension Plan – MPP Pre-82 Plan Housing and the Tax Code in Retirement Decisions, Options and Timing Benefit Access Wespath Participant Tools and Services
If you register by Monday, November 22, you will be sent a package with a Retirement Benefits Projection, a Clergy Service Record and other materials to arrive before the workshop. Please note that registrations will be allowed right up to the start of the workshop, but registering early will get you materials in time.
Private, confidential, virtual 30-minute one-on-one Benefit Education Consultations will also be available before or after the workshop. These consultations can be scheduled at any time and allow you to work directly with a Wespath Benefit Educator thru GoToMeeting. Consultation Topics include: UMIP contribution types review Benefits Access registration Beneficiary designations updates LifeStage Investment Management Profile review Benefits Projection
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