Planning for Retirement Seminar

In May 2017, the Board of Pensions sponsored a Planning for Retirement Seminar at the Christ the King Passionist Retreat.  Below are some of the presentations from that event. 

• Endowment Board presentation
• CNUMC Foundation presentation
• UMC Retirement Procedures - Wespath
• Retired Clergy Taxes presentation 
• Social Security presentation
• Retiree Health Insurance presentation
• EY Financial Planning

• Wespath
• EY Financial
• Housing Allowance Exclusion
• Preparing Your Estate/Survivors Checklist
• Planning for Retirement Seminar
• FAQ & Glossary
• Additional Resources