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January 23, 2018

A Clear Path To Retirement (2018) @Sierra Madre

May 1, 2018 -

iCal

Mater Dolorosa Retreat Center, Sierra Madre

Mary 1-3, 2018
Mater Dolorosa Retreat Center (Sierra Madre, CA)

$90 per person
includes 2 nights’ accomodations and 6 meals

Do you have a “Clear Path” to your retirement? If you have just one question regarding your retirement, this workshop will surely answer that question and all the questions you didn’t know you had!.

A few of our speakers will be:

Mark Ciesla, the Benefit Educator from Wespath provide in-depth information to:

  • Help you understand the clergy pension plans including the Clergy Retirement Security Program (CRSP)
  • Equip you to make informed decisions regarding distribution options
  • Interpret your personal pension projection printout
  • Be available for private consultations

Keith Lawrence Co-Author of “Your Retirement Success: Ten Secrets to Creating and Living A Fulfilling Retirement” will share:

  • The risks and challenges
  • The Five Myths
  • The Ten Keys to a Fulfilling Retirement
  • Creating Your Life Plan for The Best Years Of Your Life
  • The special needs of couples, singles, widows, etc. as they enter retirement

Bob Fairbrook, the representative from EY Financial Planning Services will present “Achieving Financial Wellness”; simplified and practical ways to take full command of your financial wellness, including:

  • Setting and living into your financial goals
  • Planning for a secure retirement
  • And much more.

This retreat workshop is for clergy and spouses at all stages in their careers.

For more information, contact Wanda Bethea at 626-568-7318.

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