Whether you are starting out, in the middle of your career, or are approaching retirement, our education and resources will inform, engage, and inspire you as you set the foundation for realizing your goals now and throughout life.

Planning for Wellness Conference

This unique conference provides financial planning and education along with a focus on your physical and psychological well-being. You'll learn to manage your finances and set goals, while learning about practical steps—that you can fit into your life—to improve your health.

Learn more about Planning for Wellness

Virtual Workshops—Next Stop, Retirement!

Retirement is a journey that takes multi-year planning. These two-hour workshops cover retirement planning essentials and available resources.

Sign up for one, or both complimentary workshops!

Money Management Skills for Your Future Lifestyle

Sources of Income and Options for Healthcare


Our education specialists present webinars to help you deal with the unique challenges you face as clergy or lay employees in The Episcopal Church, make the most of your CPG benefits, and live your best life.

Register for a webinar or check out resources from past events