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January 30, 2017

Financial Wellness Workshop 2017

May 4, 2017 - 09:00 AM / 11:30 AM

iCal

Mater Dolorosa Passionist Retreat Center

Attend the Financial Wellness Workshop 2017!

A representative from EY Financial Planning Services (formerly Ernst & Young) 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.
  • Managing your household balance sheet.
  • Planning for a secure retirement.

Wespath partners with EY  to provide retirement plan participants with comprehensive financial planning services at no cost. EY’s service offering includes:

  • Unlimited access to a live representative via the Financial Planner Line call center.
  • Robust self-service planning tools through the Financial Planning Center website.
  • Personalized financial planning reports that cover your entire financial picture.
  • In-person counseling and group learning at live events.

This workshop is open to all California-Pacific Conference retirement plan participants and spouses, including clergy and lay employees at any career stage. Space is limited.

REGISTER ONLINE NOW Get Brochure