What's Your 2020 Vision? | Wespath Benefits & Investments

What's Your 2020 Vision? is a year-long series of webinars on a wide-range or retirement and health-related topics. Recordings of all webinars and mini-webinars that have already been held are available on this page.

Upcoming Webinars	Description	Date and Time	Registration Link/ Webinar Recording
Pre-Retirement Webinar	This pre-retirement webinar covers information specifically for participants who are planning to retire in the next few years, including distribution options, options for deferring your benefits, navigating Benefit Access to choose your options and more—all at no cost to you!	Thursday, November 19 from 11:00 a.m. until noon, Central Time	Watch a recording of the webinar below.
UMPIP and You	Wespath will offer a 60-minute webinar to explain how saving in the United Methodist Personal Investment Plan (UMPIP) can help prepare you for your financial future. The webinar will provide tips on maximizing tax benefits, deciding on contribution options, managing your investments and more.	Tuesday, December 1, from noon until 1:00 p.m., Central Time	Watch a recording of the webinar below.

United Methodist Personal Investment Plan (UMPIP) Webinar

Recorded December 1, 2020, this UMPIP webinar provides tips on maximizing tax benefits, deciding on contribution options, managing your investments and more.

Considering an HRA or HSA Plan—Tips for B1000 Participants

This session is targeted for B1000 participants interested in learning more about HSA/HRA plans.

HealthFlex Exchange: Tips for Making the Best Choice for You

Wespath offers this webinar to explain HealthFlex Exchange for Annual Election season.

UMPIP - A Focus On Savings

This webinar covers how to maximize United Methodist Personal Investment Plan (UMPIP) benefits, contribute to UMPIP, manage your investments and more.

Financial Well Being 101

This webinar covers a variety of topics including creating a budget, understanding cash flow and net worth, managing debt and saving for retirement. Recorded August 18, 2020.

Focus on Savings Through the United Methodist Personal Investment Plan

This webinar explains how saving in the United Methodist Personal Investment Plan (UMPIP) can help prepare you for your financial future. The webinar provides tips on maximizing tax benefits, deciding on contribution options, managing your investments and more.

Ministerial Pension Plan (MPP) At a Glance

Learn about benefit options available for your MPP benefits.

Clergy Retirement Security Program (CRSP) At a Glance

Learn about benefit options available for your CRSP benefits.

Pre-82 Plan At a Glance

Learn about benefit options available for your Pre-82 Plan benefits.

Housing Allowance Exclusion

Learn how the housing allowance exclusion could help reduce the taxes you pay on retirement income.

Debt Reduction

This mini-webinar covers financial planning decisions, debt reduction strategies and how EY Financial Planning Services can assist in the process.

Health Savings Account (HSA): To Spend or Not to Spend

Learn HSA savings best practices, tips and next steps from Wespath’s Director of Health and Well-Being Benefit Plans and the Managing Director of EY Personal Finance.

Saving Money on Healthcare

Learn to shop smart for healthcare services, ways to leverage low-or no-cost care through well-being programs and how to navigate cost-effective features of health benefits.

Cash Flow and Budgeting

This short webinar covers the financial planning process, net worth, cash flow, budgeting and how EY Financial Planning Services can provide support.