The Next Chapter: Writing Your Retirement Story
November 4 - 5, 2025
Retirement is not the end of your calling; it’s a continuation of the story you’ve faithfully lived. Join Wespath’s Benefits Educators for this interactive webinar designed to help United Methodist clergy prepare for retirement with clarity and confidence.
In this hour-long session, we will guide you through:
- 2026 Retirement Process: Key steps and timing to ensure a smooth transition
- Wespath Retirement Plans: Understanding CRSP, Compass, and UMPIP
- Investing Before and After Retirement: Strategies for managing your account
- LifeStage Retirement Income: How this program helps you create steady income in retirement
- Housing Allowance Exclusion: Making the most of this unique clergy tax benefit
- Death and Disability Benefits: Important considerations for you and your family
- Participant Resources: Tools, calculators, and support available to you
This presentation is designed to honor your ministry, celebrate your years of service, and give you the information you need to thoughtfully plan your next chapter.