Thursday, September 24, 2026, 9:00 AM - 2:00 PM
The clergy who are most prepared at retirement have attended this session 4 to 5 times prior to retirement.
Register now for the 2026 Clergy Retirement Planning Sessions, a.k.a. the Pre-Retirement Sessions, which are being held virtually on:
Thursday, September 24, 9:00 am to 12:00 noon
- Wespath Benefit Educators will cover the retirement plans, welfare plan and the LifeStage Solution Suite as well as a demo of how to run your own pension projection.
Thursday, September 24, 1:00 – 2:00 pm
- EY Financial Planning Services will cover the unique tax challenges faced by clergy in a session titled “Tax Planning for Clergy”.
Tuesday, September 29, three different segments from EY Financial Planning Services
- 10:00 – 10:45 am: Social Security and Your Retirement
- 11:00 – 11:45 am: Dissolve That Debt
- 12:30 – 1:30 pm: Achieving Financial Wellness
All sessions will be recorded and posted on each Conferences website when available.