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Retirement, Do You Have a Plan? Webinar

Retirement, Do You Have a Plan? Webinar

June 09, 2022

This webinar will help you evaluate where you are financially and focus on steps you can take towards meeting your retirement goals.

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2022 Annuity Payout Archive Recording

2022 Annuity Payout Archive Recording

November 11, 2021

Covers how the Annuity Fund is invested, how the Annuity Reserve works and how the 2022 Annuity Payout value is calculated.

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Planning Your Path to Retirement - Creating an Income Plan for those over 50

Planning Your Path to Retirement - Creating an Income Plan for those over 50

October 21, 2021

This second of two webinars on retirement planning is for individuals in their mid-careers, over age 50. We will help you evaluate where you are financially, and focus on steps you can take towards meeting your retirement goals.

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Roadmap To Retirement - A Guide for those under 50

Roadmap To Retirement - A Guide for those under 50

October 14, 2021

This webinar on retirement planning is for younger individuals in their early careers up to mid-50s.

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Understanding Clergy Compensation and Taxes

Understanding Clergy Compensation and Taxes

September 16, 2021

This webinar for clergy and church finance administrators will explore the unique tax situation for clergy.

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Investing Fundamentals

Investing Fundamentals

June 17, 2021

An overview of the fundamental building blocks and considerations that drive personal investment decisions.

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