The Pre-Retirement Seminar for clergy and conference lay employees, sponsored by the Conference Board of Pension and Health Benefits, will be held October 14-15, 2024 at the Treetops Lodge, Gaylord, 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 26, 2024, Wespath will be able to provide you with a Personal Pension Projection. 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 Rev Joel Walther, Director of Conference Benefits & Coordinator of HR, and Erin Faszczewski, VP of Account Management
- “Dissolve That Debt” and “Social Security & Your Retirement” with an Ernst & Young (EY) Investment Advisor
- Keynote Speaker: Rev Benton and Linda Heisler
- “Pension Benefits” with a Wespath Benefits Educator
SCHEDULE
|
Monday, October 14th |
Tuesday, October 15th |
| 7:30-9:00 AM: Check-in Outside the Oak Conference Room | 7:30-8:30 AM: Breakfast in the Oak Conference Room |
| 7:30-8:45 AM: Breakfast in the Oak | 8:45 AM-12:00 PM: Seminars in the Oak |
| 9-9:15 AM: Welcome and Devotion in the Oak | 12:00 PM: Lunch in the Oak |
| 9:15 AM – 5:15 PM: Seminars (Lunch at 12:15 PM) in the Oak | |
| 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.
$300 Registration Fee/Two Nights (Oct. 13 & 14)*
+ $100 Spouse
$200 Registration Fee/One Night (Oct. 14 Only)
+ $100 Spouse
$100 Registration Fee/No Overnight Accommodations
+ $100 Spouse
Paying by Check?
Make check payable to: Michigan Conference with PRS 2024 in the memo line. Mail with a copy of your email registration confirmation email to:
Attention: Benefits Office
Michigan Conference of The UMC
PO Box 72525
Cleveland OH 44192-0002
Deadline for registering is August 26, 2024. Cancellation Policy: Reservations must be cancelled by September 6, 2024 to be refunded.
*Limited rooms available. Register early to reserve your room.
LOCATION INFORMATION
Pre-Retirement Seminar and overnight lodging at:
The Lodge at Treetops
3962 Wilkinson Road
Gaylord, MI 49735
(Check In: 4 PM & Check Out: 11 AM)
Facilities include:
In-room kitchenette
Seating area
Flat-panel televisions
Large walk-in shower
Wi-Fi access
Free Parking
Indoor & Outdoor Pools
Walking Distance from the Robert Trent Jones, Sr. Masterpiece Course
QUESTIONS?
Contact Jennifer Gertz at 810-233-0447 or [email protected].
Last Updated on May 9, 2024