The Pre-Retirement Seminar for clergy and conference lay employees, sponsored by the Conference Board of Pension and Health Benefits, will be held October 2-3, 2023 at the Delamar, Traverse City, Michigan. This seminar is designed to assist you in planning for your retirement. It is a cooperative project within the Michigan Conference, bringing together special skills and talents in retirement, financial planning, and estate planning. If your registration is received by August 29, 2023, Wespath will be able to provide you with a Personal Pension Projection Printout. Below you will find details on the speakers, topics, schedule, and registration. Please note, a continental breakfast and lunch on Monday and breakfast and lunch on Tuesday are include in the registration costs.
SPEAKERS
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- “Clergy Personal Financial Planning, Buying a Home and Clergy Housing Exclusion” and “Estate Planning Basics” with Rev. David Bell, UM Foundation
- “Michigan Conference Health Care & Medicare” with the Benefits Office and Erin Faszczewski, VP of Account Management
- “Dissolve That Debt” and “Social Security & Your Retirement” with Ernst & Young (EY) Investment Advisor
- “Pension Benefits” with Wespath Benefits Educator
SCHEDULE
|
Monday, October 2nd |
Tuesday, October 3rd |
| 7:30-9:00 AM: Check-in Outside Leelanau Ballroom Room | 7:30-8:30 AM: Breakfast in the Leelanau |
| 7:30-8:45 AM: Breakfast in the Leelanau | 8:45 AM-12:00 PM: Seminars in the Leelanau Ballroom Room |
| 9-9:15 AM: Welcome and Devotion | 12:00 PM: Lunch in the Leelanau |
| 9:15 AM – 5:15 PM: Seminars (Lunch at 12:15 PM) in the Leelanau Ballroom Room | |
| Free Evening on Your Own | Seminar Concludes Following Lunch. |
REGISTRATION
Click here to register for the Michigan Conference Pre-Retirement Seminar for clergy and conference lay employees. Your reservation will be confirmed by e-mail.
$275 Registration Fee/Two Nights (Oct. 1 & 2)*
+ $75 Spouse
$175 Registration Fee/One Night (Oct. 2 Only)
+ $75 Spouse
$75 Registration Fee/No Overnight Accommodations
+ $75 Spouse
Paying by Check?
Make check payable to: Michigan Conference. Mail with a copy of your email registration confirmation email to:
Attention: Jennifer Gertz
Michigan Conference Center North
1161 East Clark Road, Suite 212
DeWitt, MI 48820
Deadline for registering is August 29, 2023. Cancellation Policy: Reservations must be cancelled by September 7, 2023 to be refunded.
*Limited rooms available. Register early to reserve your room.
LOCATION INFORMATION
Pre-Retirement Seminar and overnight lodging at:
Delamar
615 East Front Street
Traverse City, MI 49686
(Check In: 4 PM & Check Out: 11 AM)
Facilities include:
Free WiFi
Free Parking
Fitness Center
Indoor Pool
Smoke-Free Property
QUESTIONS?
Contact Jennifer Gertz at 810-233-0447 or [email protected].
Last Updated on November 1, 2023