You're invited to be inspired!
Clergy of all ages are welcome!
There is something for everyone!
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All active clergy members of The United Methodist Church: Wespath Benefits and Investments (Wespath), formerly The General Board of Pension and Health Benefits of The United Methodist Church, invites you to attend the Clergy Benefits Academy!

The Clergy Benefits Academy is for all ages and stages of ministry—new ordinands, early-career clergy, mid-career clergy, ready-to-retire clergy, district superintendents, clergy in extension ministries—and spouses. There is something for everyone!

Plan now to attend! The Clergy Benefits Academy will be held October 24-26, 2016 in Branson, Missouri. This event is a unique opportunity to learn about the many benefit issues that affect your life and ministry. You can even earn continuing education units (CEUs) for attending.

 

Event Information   Course Descriptions
 
Details and Registration   Special Opportunities
 
Hotel and Day Care Information   Class Schedule
 

 

Event Information

The Clergy Benefits Academy begins at 1:00 p.m. on Monday, October 24 with worship and an opening plenary session. The event concludes on Wednesday, October 26 at 2:30 p.m.

Classes are scheduled on a track, so you can attend each session. Your assigned track will be provided when you arrive at the event's registration table.

You can earn 1.5 CEUs if you complete 10 classes and 1 CEU if you complete seven classes.

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Details and Registration

Registration is closed for this CBA.

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Hotel Information

Wespath has negotiated a special room rate of $119.00 plus tax per night at the host hotel:

Hilton Branson Convention Center Hotel
200 East Main Street
Branson, MO 65616
Phone: 1-417-336-5400

The room rate is available until Friday, October 7, based on availability.

Note: Making the hotel reservation and paying for hotel accommodations are the responsibilities of the attendee. Please tell the hotel you are attending the Clergy Benefits Academy to obtain the negotiated rate.

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Day Care Information

Wespath will provide a 50% discount on an additional hotel room for a child care provider (grandparent, friend, etc.). Call Anne Green (1-800-269-2244, ext. 4560) for more details.

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Course Descriptions

Clergy Benefits Academy Courses

Special Opportunities

Course descriptions and a schedule will be available soon.

Courses

Making a Difference: Personal Savings and Wespath Services
Making personal contributions into the United Methodist Personal Investment Plan (UMPIP) is key to enhanced retirement security. Learn ways to maximize your saving potential, as well as how to tailor your investments with the LifeStage Investment Management Service to reflect your needs and personal circumstances. You’ll also learn how to log in to Benefits Access—the online portal to your accounts at Wespath. UMPIP, LifeStage and Benefits Access are available to both clergy and lay employees.
Instructor: Robert Christophel, Benefits Educator, Wespath Benefits and Investments

Healthy You…Healthy Church
Get excited about creating a healthier you—and a healthier church. Nutrition and physical activity—from both an individual and a congregational perspective—will be the focal point of this class. Ever thought about creating an outreach ministry around food or organizing your refrigerator for healthier eating? Come prepared to think about food and physical activity in a new way and walk away with tools you can use!
Instructor: Judy Johnston, MS, RD, LD, Research Instructor, Department of Preventive Medicine and Public Health, University of Kansas School of Medicine

Help! Clergy Tax Laws!
The laws relating to taxation of clergy compensation can be confusing. This class will help you understand your tax liability, the clergy housing allowance, accountable reimbursement plans and other issues unique to clergy. This is a practical class that will focus on the basic issues.
Instructor: Amy Hume, CPA, Senior Director, BDO, USA, LLP

Planning for the Future: Beyond the Basics
Once you’ve set your financial goals, how do you use insurance policies, savings programs and our various denominational benefit plans to take your retirement planning to the next level? What preparations are necessary for those transitional moments when your well-thought-out plans go awry? How do you keep your plans for the future moving forward? This class is designed to help you make the most of your financial planning.
Instructor: Mark Conner, CFP, CEBS, Benefits Educator, Wespath Benefits and Investments

Planning for the Future: Financial Goals and Tools
Do you have financial goals? Is excessive debt eating away at you? Are you monitoring your spending? This class will discuss tools you can use to plan for a more secure retirement. You’ll learn about setting goals, the role of debt, the importance of net worth and other basic financial considerations that will help you plan for retirement security. This class is designed to give you basic tips and tools to improve your financial picture.
Instructor: Lynette Rice, CPA, CFP, Benefits Educator, Wespath Benefits and Investments

Planning for the Future: Your Family and Your Estate
Do you have a durable power of attorney or an advanced directive? Do you know where your important documents are located? Have you considered estate planning and your long-term financial legacy? Are you familiar with trusts and estate tax laws? This class is essential as you consider ways to care for your family’s future.
Instructor: The Reverend David Bell, President and Executive Director, United Methodist Foundation of Michigan and a Senior Design Partner, Design Group International

Social Security for Clergy
Social Security provides both retirement and disability benefits. Learn how Social Security can benefit you, how you might qualify for benefits and what you may expect from Social Security during different life events.
Instructor: Ryan Madigan, Boomer Benefit Planning LLC

Medicare Benefits in Retirement
The transition from employer-provided healthcare to retiree Medicare benefits can be daunting. We will discuss the core components of Medicare and key factors in making coverage decisions
Instructor: Ryan Madigan, Boomer Benefit Planning LLC

Unexpected Events: Benefits You Need the Most
What happens when life throws you a curve and you face a difficult situation involving disability or incapacity? Learn how the Comprehensive Protection Plan (CPP) helps you through unplanned transitions. In this class, you will learn “what to do” and “what to expect” at those times when you and your family need benefits the most.
Instructor: Dale Jones, Managing Director of Education and Plan Sponsor Relations, Wespath Benefits and Investments

United Methodist Pension Benefits Review
The United Methodist Church offers many benefits to its clergy. This class provides an overview of the benefits you and your family may expect from the Church when you retire. The class will focus on the Clergy Retirement Security Program (CRSP) and the Ministerial Pension Plan.
Instructor: Ron Coleman, Conference Liaison, Wespath Benefits and Investments

Healthy Living: Rebalancing Your Portfolio of Healthy Habits
Promoting health, in all its forms, is part of our United Methodist heritage, calling and challenge. Yet translating that calling into the daily lives of ourselves, our families and our congregations can be experienced as stressful itself. This class will offer a “check-up and check-list,” based on current clergy research, health promotion trends and a holistic model of wellness. As advocates for health in all its meanings, clergy know their own lives speak the loudest message.
Instructor: The Reverend Ron Johnson, PhD, Pastoral Psychotherapist, Bartlett United Methodist Church Counseling Center, Memphis Annual Conference

Special Opportunities

One-on-One Consultation
During on-site registration, schedule a consultation with a Wespath staff member. This private session is your opportunity to discuss your own account balance and pension projection. A knowledgeable Wespath representative will help you understand your specific benefit situation.

Hands-On Benefits Access
This evening session will be a practical walk-through of the Benefits Access features. Laptops and tablets are welcome.

 

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Schedule

Schedule subject to change

Monday, October 24
11:00 a.m.-1:00 p.m. Registration Begins
1:00-2:00 p.m. Welcome, Worship and Opening Session
2:15-3:45 p.m.

  • United Methodist Pension Benefits Review
  • Help! Clergy Tax Laws
  • Healthy Living—Rebalancing Your Portfolio of Healthy Habits
  • Making a Difference: Personal Savings & Wespath Services

4:05-5:35 p.m.

  • Planning for the Future: Financial Goals and Tools
  • United Methodist Pension Benefits Review
  • Help! Clergy Tax Laws
  • Unexpected Events: Benefits You Need the Most

7:30-8:30 p.m.

  • Social Security for Clergy
  • Hands-On Benefits Access


Tuesday, October 25
7:30-8:30 a.m. Breakfast
8:30-10:00 a.m.

  • Help! Clergy Tax Laws
  • Planning for the Future: Financial Goals and Tools
  • United Methodist Pension Benefits Review
  • Healthy Living: Rebalancing Your Portfolio of Healthy Habits

10:20-11:50 a.m.

  • Planning for the Future: Beyond the Basics
  • Making a Difference: Personal Savings & Wespath Services
  • Planning for the Future: Financial Goals and Tools
  • Help! Clergy Tax Laws

12:00-1:30 p.m. Lunch
1:30-3:00 p.m.

  • Healthy Living: Rebalancing Your Portfolio of Healthy Habits
  • Planning for the Future: Beyond the Basics
  • Healthy You...Healthy Church
  • United Methodist Pension Benefits Review

3:20-4:50 p.m.

  • Planning for the Future: Your Family and Your Estate
  • Healthy Living: Rebalancing Your Portfolio of Healthy Habits
  • Planning for the Future: Beyond the Basics
  • Planning for the Future: Financial Goals and Tools

7:30-8:30 p.m.

  • Healthy Living—Evening Consultation Class
  • Medicare Benefits in Retirement
  • Hands-On Benefits Access


Wednesday, October 26
7:30-8:30 a.m. Breakfast
8:30-10:00 a.m.

  • Healthy You...Healthy Church
  • Unexpected Events: Benefits You Need the Most
  • Planning for the Future: Your Family and Your Estate
  • Planning for the Future: Beyond the Basics

10:20-11:50 a.m.

  • Unexpected Events: Benefits You Need the Most
  • Healthy You...Healthy Church
  • Making a Difference: Personal Savings & Wespath Services
  • Planning for the Future: Your Family and Your Estate

12:00-1:00 p.m. Lunch
1:00-2:30 p.m.

  • Making a Difference: Personal Savings & Wespath Services
  • Planning for the Future: Your Family and Your Estate
  • Unexpected Events: Benefits You Need the Most  
  • Healthy You...Healthy Church

2:30 p.m. End of Event

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Questions

Do you have questions about registration, travel, hotel accommodations or the day care opportunity?
Call: Anne Green at 1-800-269-2244, ext. 4560.

Do you have questions about the class schedule?
Call: Renee Smith-Edmondson at 1-800-269-2244, ext. 4273.

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