On November 5th and 6th, the West Virginia Conference Treasurer’s Office will be hosting a virtual Pre-retirement/financial wellness seminar.
This seminar will be held as a video conference and participants will be able to ask questions of the presenters. Members of Wespath, WV SHIP, and E&Y financial advisors will be presenting.
The seminar will consist of 3 sessions:
- The morning session, on November 5th will focus on Clergy retirement,
- the afternoon session on the 5th will focus on financial wellness and retirement preparation,
- the morning session on November 6th will be specifically for laity participating in the United Methodist Personal Investment Plan (UMPIP) or laity thinking of participating in the UMPIP.
To participate in this event, you must register through the Conference website and you will need to register for each of the 3 sessions that you want to attend.
By registering for the clergy pre-retirement session, Wespath will be able to provide you individualized retirement information prior to the pre-retirement seminar which will enhance your ability to get informed about your retirement options.
It is not too late to register!
Follow these links, each seminar must be registered for individually:
Thursday, November 5, 2020 from 9:00 to 11:00 CT (10 – 12 ET) – West Virginia Annual Conference Pre-Retirement and Health Plan Webinar
Panelists: Sheryl Hatcher, Jamion Wolford, Kathy Damron, Peter Hang, Frank O’Brien and Rebecca Gouty
Follow this link to register. Webinar ID 767-271-411
Thursday, November 5, 2020 from 12:00 to 3:30 CT (1 – 4:30 ET) – West Virginia Annual Conference EY Financial Webinar (Social Security, Dissolving Debt and Financial Wellness)
Panelists: Sheryl Hatcher, Jamion Wolford, Kathy Damron, Peter Hang, Frank O’Brien and John Garrison from EY.
Follow this link to register. Webinar ID 427-769-403
Friday, November 6, 2020 from 9:00 – 10:00 CT (10 – 11 ET) – West Virginia Annual Conference UMPIP Webinar
Panelists: Sheryl Hatcher, Jamion Wolford, Kathy Damron, Peter Hang, and Frank O’Brien
Follow this link to register. Webinar ID 715-389-019
Anyone within 5 years of their anticipated retirement date should attend this seminar; however, it is open to anyone interested in learning more about retirement planning.
Currently, the Treasurer’s Office does not anticipate being able to hold another pre-retirement seminar prior to the next Annual Conference, so you are strongly encouraged to take advantage of this opportunity.
The Agenda:
Thursday November 5, 2020
Morning: Begin 10:00 ET
Pre-Retirement hosted by Wespath
Healthcare hosted by Rebecca Galvy
Lunch: From 12:00ish to 1:00
Afternoon: 1:00 – 4:30 ET (with 2 10-15 minute breaks)
3 sessions to be hosted by EY Financial Services – John Garrison
Friday November 6,, 2020: 10:00 ET
United Methodist Personal Investment Plan for Laity hosted by Wespath
Important Handouts for the seminars: