Pre-Retirement Webinar

Preparing for retirement? Wespath is here to help.

Retirement is an important transition, and understanding your benefits can help you make informed decisions about your future.

Join Wespath for an interactive Pre-Retirement Webinar designed for United Methodist Church (UMC) clergy considering retirement within the next five to 10 years.

Wespath Benefits Educators will walk through your retirement benefits, explain important decisions and share resources to help you prepare for the next chapter of your journey.

What You’ll Learn

This webinar provides an overview of Wespath-administered retirement plans, including the Compass Retirement Plan and legacy plans such as the Clergy Retirement Security Program (CRSP), Ministerial Pension Plan (MPP) and Pre-82 Plan.

Topics include:

✓ Understanding your defined benefit and defined contribution options
✓ Navigating the retirement process and timing your benefits
✓ Understanding the clergy housing allowance exclusion
✓ Exploring retirement contribution limits and opportunities to increase your savings
✓ Managing your investments with LifeStage Investment Management
✓ Planning your retirement income with LifeStage Retirement Income
✓ Accessing resources to support your retirement planning

Choose Your Webinar Date

The same interactive webinar will be offered on two dates. Select the session that works best for your schedule.

Wednesday, November 18
1 p.m. Central time

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Thursday, November 19
10 a.m. Central time

Register Now

Can’t attend live? Register for either session, and we’ll send you a recording so you can watch at your convenience.

Take the Next Step Toward Retirement

Whether retirement is five years away or just around the corner, understanding your benefits today can help you plan for tomorrow.

Join Wespath to explore your options, ask questions and prepare for retirement with greater confidence.