
Event Information
Wespath Benefits and Investments – Delivered to You takes place in the afternoon for two days, April 25-26, 2022. The event will begin at 1:00 p.m. and end at 4:30 p.m. CST on both days. On April 26, there will be optional breakout opportunities beginning at 11:30 a.m. CST.
The virtual link to attend will be sent to you within one week of the event from Wespath Events.
Delivered to You Promotional Video

Event Care Package
Each registered participant will receive an event Care Package in the mail (a few days prior to the event). The package will contain materials that will be individually wrapped and should not be opened until instructed by a presenter during the virtual event. The Care Package will also provide an agenda and more information about the event.

Special Offerings / Opportunities
- Benefits Consultations—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.
- Pastoral Counseling / Spiritual Direction—If you are looking for an opportunity to explore your individual wellness issues in a safe, confidential manner, this session—facilitated by a professional counselor—is appropriate for you. Gain perspective from someone outside your conference who can listen, problem-solve and bless you with a fresh outlook on how to resolve your specific issue as well as offer new ideas for living a healthy and balanced life.
- Continuing Education Units (CEU’s) awarded for attending this event. This certificate will provided to you via email after the completion of the event.
- Virgin Pulse Points awarded for attending this event. Pulse points will be made available to you – if you are interested in receiving these bonus points – after the completion of the event.
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Monday, April 25
Delivered to You: Day 1
Monday, April 25: 1:00 p.m. – 4:30 p.m. central
- Your Spiritual Health
- A Moment for Worship
- Delivered to You Opening Session
- Your Emotional Health
- Clergy Well-Being Survey Results
- Emotional Health Check-in
- Your Financial Health
- Benefits Plans Highlight
- Defined Benefit / Defined Contribution Plans
- Ministerial Pension Plan (MPP)
- Clergy Retirement Security Program (CRSP)
- LifeStage Retirement Income Opportunity
- United Methodist Personal Investment Plan (UMPIP)
- Comprehensive Protection Plan (CPP)
- Tips and Tricks for Using Benefits Access—Your Benefits Portal
- Your Physical Health – Focusing on Strength
- Your Social Health – Benefits Trivia!
- Your Spiritual Health
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Tuesday, April 26
Delivered to You: Day 2
Tuesday, April 26
Breakout Opportunities: 11:00 a.m. – 11:45 a.m. CDT ; Breakouts sessions repeat 12:00 - 12:45 p.m. CDT- Breakout Sessions
- Saving Grace Sampler: Personal Money Management from a Wesleyan Perspective
Join this session to learn about and experience Saving Grace: A Guide to Financial Well-Being, a small group curriculum that provides the text and tools you need to address the topics of saving, earning, giving, spending, and debt, along with helpful strategies for achieving a sustainable financial life.Leaders: Bonnie Marden and Cynthia Dopke - GC Delays, GMC Launch: What’s the Impact?
Learn about, discuss, and ask questions about clergy benefits proposals going to the thrice-postponed General Conference, and what the delays mean for clergy, congregations, and the denomination.
Leader: Dale Jones - First Aid for Mental Health—Continuing the Conversation
If you attended or watched the recordings of Sessions 1 & 2 of Wespath’s First Aid for Mental Health series, and want to discuss the training with others, join us for a facilitated conversation about how we can create a more empathetic and less judgmental environment with the UMC.? Have you shared the recordings with others or started a discussion group at your church? Been intentional about practicing your active listening skills? Let’s come together to talk about how we can continue the conversation and make an impact on the UMC culture surrounding mental health.
Facilitators: Kelly Wittich and Jodi Benacka - Sustainability, ESG and Impact, Oh My! How Your Retirement Savings Influence Positive Action
Did you know that the assets in your retirement portfolio help make a positive impact on issues like affordable housing, climate change and human rights? In this session, Ryan McQueeney – an analyst from our Sustainable Investment Stewardship team – breaks down concepts like “sustainable investing” and “ESG” to explain how Wespath aligns its investment work with UMC values and long-term returns.
Leader: Ryan McQueeney, Analyst, Sustainable Investment Stewardship - When the Markets Fluctuate, Wespath is Calm Investment Q&A Open Forum
Have you got investment questions you have always wanted to ask? Three members of our investment team will be available to help answer the things you always wanted to know about. What is bitcoin? Crypto currency? What is Wespath’s investment approach? Should I self-direct my investments or use LifeStage? Come join this interactive and engaging session and bring your questions.
Facilitators: Frank Holsteen, Fred Huang and Nizida Arriaga
- Saving Grace Sampler: Personal Money Management from a Wesleyan Perspective
1:00 p.m. – 4:30 p.m. central- Your Spiritual Health
- A Moment for Worship
- Your Financial Health
- Clergy Taxes!
- Your Physical Health
- Understanding the World of Healthcare
- Here’s to a Healthier You
- Your Social Health
- Benefits Trivia!
- Closing Benediction
- Breakout Sessions