Live from Wespath 2025: Church and Clergy
Explore Insights from Live from Wespath 2025
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Church and Clergy
Agenda
- Introduction
- Message from Wespath’s General Secretary
- Navigating Your Future with Compass
- Helping You Prepare: The Compass Roadmap
- Insights from the Next Generation of Church Leaders
- Working Together for a Stronger Church
Related Resources
- Compass Educational Resources and Information
- Learn more about Saving Grace
- Learn more about LifeStage Investment Management
- Learn more about EY Financial Planning Services
Investment Update
Agenda
- Making Sense of Your Retirement Investments
- Financial Market Update with Wespath’s Investment Team
- Best Practices and Considerations for Your Church’s Investments
Related Resources
- Understanding Your Investment Options
- Investment Insights Blog
- Fiduciary Focus Paper: Board Best Practices, An Overview
- Sample Investment Policy Statement
Health and Well-Being
Agenda
- It Takes a Village: Improving Clergy Well-Being
- Simplifying Healthcare with Care Coordination
- Taking Steps Toward a Healthier You
Related Resources
Additional Resources
Check out Benefit Bites—short videos that briefly explain Wespath-administered retirement plans.
If you are UMC clergy looking to retire sometime in the next 5 years, you may find this longer, more detailed video helpful: Pre-Retirement Webinar
For questions about Wespath-administered retirement plans, clergy housing allowance and retirement projections, you can schedule a Benefit Education Consultation.
For more complex personal financial and retirement planning assistance, contact EY Financial Planning Services 1-800-360-2539 or visit their EY Navigate website. You will need your Wespath participant number to register—in Benefits Access, click “Profile” and “Account Management Summary”
For questions about completing benefit applications, accessing online participant account and more, contact Wespath at 1-800-851-2201. Representatives are available Monday through Friday from 8:00 a.m. to 6:00 p.m. Central time.