Clergy Financial Wellness and Retirement Seminar
Event Description

Tuesday, March 24, 2020 8:30 am – 4:30 pm Gretna Glen Camp & Retreat Center 87 Old Mine Rd, Lebanon, PA 17042

This event is free and lunch will be provided!

Now is the time to begin planning for your financial future! We recognize the unique challenges of clergy, and are excited to offer a new workshop, specifically tailored to your needs!

We will offer two tracks at this event – one for clergy financial planning and one for this year’s class of retirees.

At this event you will learn about the pension and welfare plans offered through the conference. Wespath and EY Financial Planning experts will help you learn how to assess your current financial position, set goals and develop a plan for achieving them, control your spending and manage your debt, prepare for retirement, and use the Wespath benefits in order to help reach your goals.

Wespath Benefits and Investments (Wespath) offers confidential, objective financial counseling at no charge* to eligible participants** from EY, (formerly Ernst and Young) a leading global financial services firm.

They are available to assist with Budgeting, Managing credit card and other debt, Determining how much to save, Making investment decisions, Considering before-tax, Roth and/or after-tax contributions to retirement plans, Creating an effective retirement plan, Understanding tax issues, Evaluating insurance needs and options, Buying a home or car, Financing a college education, !And more!

When you speak with EY, you receive professional advice without the sales pressure, since EY does not sell any investment or insurance products. To speak with a financial planner, call EY directly at 1-800-360-2539, Monday through Friday from 8:00 a.m. to 7:00 p.m., Central time.

*Costs for their services are included in Wespath’s operating expenses that are paid for by the funds.

**Financial planning services are available to active participants and surviving spouses with an account balance in Wespath-administered plans, and to terminated and retired participants with an account balance of at least $10,000.

Sponsored by: EPA Board of Pension and Health Benefits.