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