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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

 

Pension & Retirement
  • Wespath
  • EY Financial
  • Housing Allowance Exclusion
  • Preparing Your Estate/Survivors Checklist
  • Planning for Retirement Seminar
  • FAQ & Glossary
  • Additional Resources
Board of Pensions, California-Nevada Conference, United Methodist Church
1337 Howe Ave. Suite 200, Sacramento, CA 95825 | 916-913-1049 | bop@bopumc.net