Start your path to financial well-being with the Board of Pensions

July 10, 2019

​Get smarter about your money choices with these no-cost educational resources and start on your path to wholeness.

Understanding your personal finances can be intimidating because most of us aren’t equipped with the skills needed to manage our money effectively. A lack of financial knowledge has left nearly four out of five U.S. workers living paycheck to paycheck. In fact, financial literacy is such an issue that the U.S. Treasury has recommended mandatory financial literacy courses for college students.

Financial health is an important dimension of wholeness. While developing these skills doesn’t happen overnight, it is achievable. Get smarter about your money choices with these no-cost educational resources from the Board of Pensions, and start on your path to wholeness:

  • Lifelong learning through Board University.
    • E-learning. Experience an enriched learning environment while exploring topics like Financial Planning and gaining insights on how to get — and stay — fiscally fit.
    • Seminars. Learn among your peers about a variety of topics. Seminar dates for 2020 will be announced soon.
    • Webinars. From the comfort of your home or office, engage with Board educators to develop essential skills to make informed financial decisions and achievable goals.
  • Financial consultation through the Employee Assistance Program. Speak with a qualified specialist for up to 30 minutes on issues such as debt counseling, retirement planning, tax planning, clergy tax issues, budgeting, and college funding.
  • The Assistance Program. Through nine distinct grants, the Assistance Program provides critical financial help to active members and retirees in need of support. Find out if you’re eligible.
  • Call to Health challenges. Track your money, manage your debt, and start achieving your personal finance goals with challenges such as Budget Basics, Savings 101, and Strategies for Paying Down Debt.
  • Use Fidelity's online resources. If you participate in the Retirement Savings Plan, find valuable articles, webinars, investment tools, and calculators to help you manage your financial well-being. If you don’t participate, start saving today.

Call to Health is available to employees and their spouses with medical coverage through the Board of Pensions; it is not available to members enrolled in Triple-S, GeoBlue, or the Medicare Supplement Plan. Challenges change on a quarterly basis.

The Employee Assistance Program is a valuable benefit provided at no cost to employees enrolled in any medical coverage option.

Board University is provided at no cost to you for those who participate in the Benefits Plan of the Presbyterian Church (U.S.A.).