2019 Retirement Seminar

Preparing a Path to Retirement

The Board of Pensions and Health Benefits of the
Louisiana Conference invite you and your spouse to the seminar which will be held
Thursday, October 24, 2019
8:45 a.m. to 4:30 p.m.

The Wesley Center
2350 Methodist Parkway 
Woodworth, LA
 

You Can Prepare

  • If you have not done so, register at Wespath for online access to your account.
  • Call EY Financial Planning at 1-800-360-2539 (FREE)
  • If you are registered, your individualized retirement projection (based upon standard elections) will be available when you check into the seminar.

Agenda

8:30 a.m.              Check In and Welcome
                              Sandy O'Brien
                              Chief Benefits Officer
                              Theresa Stevens
                              Assistant Benefits Officer

  • Devotion      Rev. Jan Curwick
                        New Orleans District Superintendent

9:00 a.m.              Retirement Planning
                              
Bob Christophel
                              Wespath Benefits and Investments

  • Retirement Plans
  • UMPIP
  • Life Stage

                             Break 

  • Comprehensive Protection Plan
  • Retirement Process
  • Retirement Projections

12:00 p.m.           Lunch (will be included)

1:00 p.m.             Achieving Financial Wellness
                             
Kevin MacAfee
                             EY Financial Planning Services

  • Financial Health in Retirement
  • Dissolving that Debt

                             Break

3:30 p.m.             Conference Retiree Benefits
                             Sandy O'Brien/Theresa Stevens

  • Moving Expenses
  • Housing Allowance Exclusion
  • Health Benefits
  • Serving in Retirement
  • Q and A

4:30 p.m.             Conclusion