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Board of Pensions Financial Seminar

Dates: Thursday, February 13, 2020

Cost: $25 for Clergy, $15 for Spouse (includes lunch and materials)

Location: The Riverview Retreat Center  

Are you financially prepared for your future? 

This Financial Seminar, presented by the Peninsula-Delaware Conference Board of Pensions, will help you answer this question with, "YES I AM!" 

If you are married, please encourage your spouse to come with you. 

Get important information about your future at the seminar! 

  • You will be shown how to complete a retirement projection in which you can estimate your income at several different retirement dates. 
  • Presentations will be conducted by Wespath Benefits & Investments, Social Security Administration, and others. 
  • .5 CEUs will be available for Clergy that attend the seminar in its entirety. 

Retirement Transition Retreat

This seminar will take place during the Clergy Retirement Transition Retreat (March 26 - 28). If you are planning to retire in the next three to give years, you may want to consider joining us for the full retreat

(You will not need to register for the Pension Seminar separately if you register for the full retreat). 

Tentative Schedule

8:45 – 9:00 am            Devotional

9:00 - 11:15 am           Robert Christophel, Wespath
                                       Manager Benefits Education

Noon - 1:00 pm           Lunch 

1:00 - 2:00 pm            Kevin Washington, Primerica
                                       Pitfalls to Avoid in Retirement
                                       Developing a Spending Plan 

2:00 - 2:15 pm            Break

2:15 - 3:15 pm            Matthew Baker, Social Security Administration

3:15 - 4:15 pm            William Westbrook, Pen-Del Conference
                                        The Unique World of Clergy Taxes