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Preserving Your Savings for Future Generations

Retirement and Finances

Preserving Your Savings for Future Generations

CPG 5-Part Webinar Series

Oct 1, 2026

3:00 PM – 5:00 PM ET

Register

About This Session

Protecting what you’ve saved is an essential part of your retirement plan.

Designed for clergy, lay employees, and those nearing retirement, this session offers a clear, practical introduction to estate planning basics, key decisions around asset distribution, and steps you can take now to help ensure your wishes are honored and those you care about are supported.

In this session, you will:

  • Learn what estate planning includes—and why it matters
  • Understand how different assets may be taxed and distributed
  • Recognize the importance of documents like living wills and health care proxies
  • Get an introduction to trusts, gifting, and legacy-planning tools

 

Pre-Retirement Playbook Webinar Series

Whether you’re nearing retirement or you’ve already made the transition, this series helps you connect the pieces so you can approach retirement with clarity and intention.

Learn more about the Pre-Retirement Playbook.

Want More Information or Need Help?

Email lharwell@cpg.org.

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