This week the Member Education staff of The Pension Boards-United Church of Christ, Inc. (PBUCC), hosted several United Church of Christ (UCC) members from the Middle Atlantic region for an all-day Pre-Retirement Seminar. The Seminar, held Wednesday, October 24, 2018, at PBUCC’s office in New York City, provided information and tools for retirement readiness for actively-contributing Annuity Plan members over 50 years of age.
“It is our privilege to serve all of our members with the tools they need to achieve financial wellness and to secure their retirement, said Wynonia Leak, Director, Employer Development and Member Education for PBUCC. “These workshops are designed to engage, inform, and get to the root of what may be causing someone to delay their financial planning. We live in uncertain times, and so it is our mission to help educate our members on how they can become financially secure for years to come.”
The Seminar covered several topics including a how a person can determine whether they can afford to retire; choices people have at retirement; the benefits of Social Security; and an overview of UCC benefits plans, including EY Financial Planning Services®, available to actively-contributing members of the Annuity Plan at no cost.
The Seminar was instrumental in challenging participants to take a real look at their financial picture and take the right action steps toward securing their retirement.
Here’s what some members had to say about the Seminar:
“It far exceeded my expectations. It made me realize how little I knew about retirement planning. This seminar gave me all the tools I need to move forward toward retirement.”
“[The seminar] was well worth attending. The presenters were very knowledgeable”
“Get the word out in an even more assertive way to clergy so they know all these fabulous helps are available as clergy face retirement.”
“It covered all of the topics that are relevant to my decision about retirement.”
Throughout the year, the Pension Boards conducts retirement seminars and webinars for individuals 50 and over and their spouses/partners in the six geographic regions of the United Church of Christ. These seminars and webinars allow participants to take an active role toward financial wellness, while helping maximizing Pension Boards’ benefit plans and programs.
Actively-contributing members of the Annuity Plan can also take advantage of free, robust financial planning tools and education through the EY Financial Planning Center® (EYFPC) or call an EY financial planner for assistance by using the EY Financial Planner Line ® (EYFPL) at 1.877.927.1047, Monday through Friday from 9:00 a.m. to 8:00 p.m. (ET).
For more information about Member Education seminars and webinars, please contact Member Services at 1.800.642.6543.