Retirement Planning and Financial Wellness

In November 2020 the Conference Treasurers Office hosted a Pre-retirement and Financial Wellness seminar with Wespath. 
To follow are videos of the presentations and handouts from the presenters. 
Important Handouts:

2020 Schedule Benefits for CPP: https://www.wespath.org/assets/1/7/3992.pdf

Housing Allowance Exclusion Worksheet: https://www.wespath.org/assets/1/7/3027.pdf

Did you know that you can schedule a one-on-one consultation with a benefits educator - at NO Cost to you? Follow this link for more details: www.wespath.org/r/consultation

WVUMC Pre-Retirement Webinar
Follow this link for a handout that accompanies the presentation.
WVUMC Pre-Retirement Webinar: Health Information (Medicare)
WVUMC Pre-retirement Webinar:  Social Security and Your Retirement
Dissolve that Debt -
Cash and Debt Management
Follow this link for a handout that accompanies the presentation.
Achieving Financial Wellness

United Methodist Personal Investment Plan (UMPIP) Webinar
Follow this link for a handout that accompanies the presentation.