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What's Your 2020 Vision? is a year-long series of webinars on a wide-range or retirement and health-related topics. Recordings of all webinars and mini-webinars that have already been held are available on this page.

 

Upcoming Webinars Description Date and Time Registration Link/
Webinar Recording
UMPIP Quarterly Webinar Wespath will offer a webinar to explain how saving in the United Methodist Personal Investment Plan (UMPIP) can help prepare you for your financial future. The webinar will provide tips on maximizing tax benefits, deciding on contribution options, managing your investments and more.

Wednesday, August 12 from 2:00-3:00 p.m. Central Time

A recording will be available soon.
5 Dimensions: Wespath Well-Being Learn tips for living your best life in each of the Dimensions of well-being. From reading nutrition labels to resiliency tips for clergy–this webinar covers it all!

TBD

Register soon!

Financial Well Being 101

This webinar covers a variety of topics including creating a budget, understanding cash flow and net worth, managing debt and saving for retirement. Recorded August 18, 2020.

Focus on Savings Through the United Methodist Personal Investment Plan

This webinar explains how saving in the United Methodist Personal Investment Plan (UMPIP) can help prepare you for your financial future. The webinar provides tips on maximizing tax benefits, deciding on contribution options, managing your investments and more.

Wespath Retirement Webinar - April 1, 2020

A recording of the Wespath Retirement Webinar. The webinar covers information for participants who plan to retire in 2020.

UMPIP - A Focus On Savings

This webinar covers how to maximize United Methodist Personal Investment Plan (UMPIP) benefits, contribute to UMPIP, manage your investments and more.

Mini-Webinars

Ministerial Pension Plan (MPP) At a Glance

Learn about benefit options available for your MPP benefits.

Clergy Retirement Security Program (CRSP) At a Glance

Learn about benefit options available for your CRSP benefits.

Pre-82 Plan At a Glance

Learn about benefit options available for your Pre-82 Plan benefits.

Housing Allowance Exclusion

Learn how the housing allowance exclusion could help reduce the taxes you pay on retirement income.

Debt Reduction

This mini-webinar covers financial planning decisions, debt reduction strategies and how EY Financial Planning Services can assist in the process.

Health Savings Account (HSA): To Spend or Not to Spend

Learn HSA savings best practices, tips and next steps from Wespath’s Director of Health and Well-Being Benefit Plans and the Managing Director of EY Personal Finance.

Saving Money on Healthcare

Learn to shop smart for healthcare services, ways to leverage low-or no-cost care through well-being programs and how to navigate cost-effective features of health benefits.

Cash Flow and Budgeting

This short webinar covers the financial planning process, net worth, cash flow, budgeting and how EY Financial Planning Services can provide support.