Attend a conference
Attend a Planning For Tomorrow Conference to learn about retirement and life planning and get help starting your own plan.
Upcoming conferences:
- For clergy:
Eau Claire/Fond du Lac, September 17-18
Washington, September 24-25
Details and calendar of future conferences
- For lay employees:
Chicago, September 17
Mississippi, September 24
More lay conferences
Schedule a consultation
Contact us to arrange an appointment or conference call to review your retirement needs and goals.
Understand your benefits
- Health plans for active and retired clergy and lay employees through the Episcopal Church Medical Trust.
- Pension benefits for clergy and lay employees
- Life insurance through your church employer
- Social Security
- Medicare
Supplement your benefits
- Save for retirement with the Retirement Savings Plan 403(b), Annuities, and IRAs.
- Supplement your group life insurance. Details
- Consider purchasing long term care insurance through PrudentialSM
Online calculators
- Will you have enough to retire?
Project and analyze your retirement income with PlanAhead Online for:
Clergy
Lay employees (with the Defined Benefit Retirement Plan)
Seminarians - Will your retirement savings last?
Estimate your retirement spending, and build a budget with the Retirement Spending Calculator. - How much life insurance do you need?
Calculate your life insurance needs.
Other resources
- Find a retirement community or skilled nursing facility with an Episcopal Church connection.
- Access books, links and networks of financial planners to help you along the way.
- See downloadable worksheets and workbooks to help you create a budget, set goals, and make choices