Clergy Benefit Retreat

September 28-29, 2017 at Canyon Camp

Register here


October 12-13, 2017 at Egan
Camp

Register here

 
Earn a CEU for attending!

 

Specifically designed for clergy of all ages!

 

 
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Plan’s & Services offered by Wespath Benefits & Investments

Topics covered in this course include:

  • Clergy Retirement Security Program (DB & DC)

  • Ministerial Pension Plan & Pre-1982 Pension Plan

  • United Methodist Personal Investment Plan

  • Comprehensive Protection Plan

  • Housing Allowance Exclusion

  • LifeStage Investment Management Service

  • LifeStage Retirement Income Service

  • Ernst & Young Financial Planning Services

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Plan’s & Services offered by the Conference

Topics covered in this course include:

  • Review of Medical Plans offered

  • PPO vs High Deductible Health Plans

  • Advantages of Employer Sponsored Coverage

  • Flexible Spending Accounts (FSA)

  • Health Savings Accounts (HSA)

  • Prescription Drug Program

  • Generics programs & prescription pricing

  • Retiree Health Insurance Coverage with OneExchange

 

Additional Topic Include

 
  • Social Security Benefits
  • Wellness Plan Review
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  • Clergy Taxes
  • Expected Medical Costs in Retirement
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One on One Retirement Benefits Projections will be available to all participants.

See exactly where you will stand when you decide to retire.

Projections will be available based on age 62, 65, and/or 72 depending on your current age.


 

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Oklahoma Conference of
The United Methodist Church

Attn: Stephen Mitchell
1501 NW 24th Street
Oklahoma City, OK 73106-3635
Phone: (405)530-2063
Fax: (405)524-0750
E-mail: smitchell@okumc.org

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It's never too early.

Register today at

www.okumc.org/benefits

Or call 405-530-2063 for more information!