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For Members

It’s important to create a financial plan that includes all the essential variables for today and tomorrow. You can then be confident when faced with life’s financial highs and lows.

Part of your financial strategy should include maximizing the plans, programs, and services you receive through the Benefits Plan. Board University provides educational tools to ensure you know the breadth and depth of your benefits package and make the most of it. This not only ensures that you’re taking care of yourself and your family, but that you’re also making the most of your income. You can then use the financial and retirement planning knowledge you get from Board University’s seminars, online modules, and resources to guide you through managing your finances throughout your career and retirement.

The seminars provide guidance on debt reduction, saving and investing for retirement, clergy taxes, benefits, post-retirement service, and more.

The e-learning online modules give you the opportunity to learn more about financial planning and the plans and programs available through the Benefits Plan on your schedule.

The Tax Resource Center houses specialized resources designed to boost awareness and knowledge about tax issues that affect plan members.

The Financial & Retirement Planning Resource Center offers checklists, worksheets, and calculators to assist with basic financial planning.