2016 Clergy Benefit Retreat

October 3 - 4 at Canyon Camp

Register here


October 6 - 7 at Egan
Camp

Register here

 
CEU's will be available

 

Choose which course works best for you below. Registration also available at www.okumc.org/benefits
Specifically Designed for Clergy of all Ages!
 
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Designed for clergy looking to properly
plan for the future!

Topics covered in this course include:

  • Ernst & Young Financial Planning Services

  • Clergy Taxes

  • Social Security

  • One Exchange Post Retirement Medical Considerations

  • Incentive Based Wellness – It’s a Good Thing!

  • Breakdown of the plan's and  services offered by the Wespath Benefits and Investments :
    Clergy Retirement Security Program (DB & DC)
    Ministerial Pension Plan
    Clergy Retirement Security Program
    United Methodist Personal Investment Plan (UMPIP) Matching
    Comprehensive Protection Plan
    LifeStage Investment Management Service

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Designed for clergy looking to retire soon!

Topics covered in this course include:

  • Ernst & Young Financial Planning Services

  • Clergy Taxes

  • Social Security Benefits

  • Retiree Health Insurance Coverage with OneExchange

  • Creative Retirement—Discovering Your Dreams

  • Breakdown of the plan's  and services offered by the Wespath Benefits and Investments :
    Clergy Retirement Security Program (DB & DC)
    Ministerial Pension Plan
    Pre-1982
    United Methodist Personal Investment Plan
    Housing Allowance Exclusion
    Clergy Retirement Security Program
    LifeStage Retirement Income Service

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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!