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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.

Webinar Title Description Date and Time Registration Link/
Webinar Recording
UMPIP - A Focus on Savings Join us during America Saves Week for a United Methodist Personal Investment Plan (UMPIP) webinar, available to both Clergy and Lay participants. The webinar, titled UMPIP - A Focus On Savings, will cover how to maximize the plan's benefits, contribute to UMPIP, manage your investments and more.

Tuesday, February 25

2:00 p.m. Central Time

A recording of this webinar is available on this page below the schedule.
2020 Retiree Webinars  The Retiree Webinars will cover information specifically for participants who are planning to retire in 2020, including:
  • Annuity choices for the Ministerial Pension Plan (MPP) and Clergy Retirement Security Program Defined Benefit plan (CRSP DB)
  • Distribution options for the CRSP Defined Contribution plan and the United Methodist Personal Investment Plan (UMPIP)
  • Options for deferring your benefits
  • Navigating Benefit Access to choose your options
  • And more—all at no cost to you!

Wednesday, April 1
2:00 p.m. Central Time

or

Thursday, April 2
11:00 a.m. Central Time 

April 1 Registration

April 2 Registration

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!

UMPIP Webinar

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

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.