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/
|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!||
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.
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.
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.