Managing your finances and planning for your retirement is a lifelong process. As you go through the stages of your life, you must make adjustments. However, if you understand the basic principles, including budgeting, investing, and certain tax laws, even the costs associated with healthcare, you can create a strong, flexible blueprint for success.
Board University seminars are presented by our Education Specialists, who have expertise in financial planning, as well as retirement planning consultants. These live seminars are open to active and retired plan members, as well as their covered partners, free of charge. They provide guidance that will help you maximize your benefits and develop sound spending, saving, and investment strategies.
Getting in Shape Fiscally: This financial planning seminar educates plan members, seminarians, and their guests on better ways to manage their personal finances as a component of well-being.
Growing into Tomorrow … Today: Be informed, educated, and inspired for a journey toward wholeness in retirement living with our two-day seminar for members and guests within 15 years of retirement.
Post-Retirement: An informative update on the state of the Pension Plan and other resources, this seminar on post-employment retirement planning is designed for plan retirees, surviving covered partners, and their guests.
Render unto Caesar: Addressing how to structure terms of call to be more cost-effective and to clarify clergy tax issues, this seminar is for treasurers, administrators, and active clergy (teaching or commissioned ruling elders).