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January 27, 2017

“A Clear Path to Retirement” Pre-Retirement Seminar 2017

May 2, 2017 -

iCal

Mater Dolorosa Passionist Retreat Center

The Board of Pension and Health Benefits of the California-Pacific Conference presents…

A Clear Path To Retirement

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:

Peter Hang, 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

A representative from EY Financial Planning Services will be onsite to lead a morning packed full of 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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