CREDO Post-Conference Resources
Programs and Events
Explore helpful tools, educational resources, and benefits information available anytime to support your health and well-being after your CREDO conference.
On this page: Quick Links and eLearning Courses | Books and Publications | Schedule a Financial Discussion
A Guide to Clergy Benefits
A comprehensive overview of the Clergy Pension Plan and related benefits designed to support your financial security throughout ministry and retirement—available in English and Spanish.
Medical and Dental Plan Information
Information outlining coverage, costs, and key features of The Episcopal Church Medical Trust health and dental plans, plus additional benefit resources.
MyCPG Accounts: Pension Estimates at Your Fingertips
Online access to personalized pension projections using the Pension Calculator to help you plan confidently for retirement.
Clergy Tax Resources
A dedicated hub for clergy-specific tax guidance, including the CPG Tax Hotline, the annual Clergy Tax Return Preparation Guide, the Housing Allowance online course, Federal Reporting Requirements for Episcopal Institutions, and webinars on the ins and outs of clergy tax rules.
Fidelity NetBenefits
Retirement planning tools and calculators to help you estimate savings needs, investment strategies, and long-term goals.
Social Security Administration (ssa.gov)
Official site for reviewing your earnings records and projecting future Social Security benefits.
eLearning Course Bundle
After CREDO
eLearning Course
Your Pension Starts Here - Clergy Pension Plan
Your pension benefit depends on various factors. Explore eligibility rules and understand how benefits are calculated.
eLearning Course
What If I'm Between Cures? - Clergy Pension Plan
Learn when to pay your own assessments, plus guidelines about Extension of Ministry and Special Situations.
eLearning Course
Survivor and Disability Benefits - Clergy Pension Plan
The Clergy Pension Plan includes disability benefits for you and survivor benefits for your family.
eLearning Course
Planning Your Retirement - Clergy Pension Plan
Determine when you can retire and learn about the benefits that will be available to you and your eligible spouse.
eLearning Course
Clergy Housing Allowance
Clergy may be allowed to exclude some or all of their housing expenses from U.S. federal income tax. Learn more about this important tax exclusion.
eLearning Course
Your Healthcare Benefits for 2026
Understand the health benefits available to you through The Episcopal Church Medical Trust, including key provisions of the various plans.
eLearning Course
Working While Receiving Retirement Benefits
Consider these factors if you're working after claiming your pension, Social Security, and/or Medicare benefit.
CREDO Books and Publications
The CREDO library includes a variety of books, booklets, and reports – oftentimes published in partnership with other Episcopal organizations – that identify and examine factors impacting clergy wellness and offer practices that foster well-being. CREDO's approach to the research and evaluation process has been grounded in assessment and evaluation literature, integrated with sound research methodological approaches, and consistent in data collection, analysis, and presentation.
Strength for the Journey: A Guide to Spiritual Practice
Written by The Rev. Canon Renée Miller, this collection of thoughtful reflections, accented with stirring color photographs, is aimed at evoking mindfulness and spiritual practice in the common activities of life, from music and movie going to reading, writing, and walking.
All Shall Be Well
In two dozen personal reflections, CREDO conference faculty members and researchers explore the hallmark personal CREDO IDPT change model – Identity, Discernment, Practice, and Transformation.
Appointments for Complimentary Financial Discussions
Schedule a one-on-one conversation with a financial education specialist for personalized guidance and retirement planning support.
To make an appointment, complete the request form below or call (888) 735-7114, Monday – Friday, 8:30 AM – 8:00 PM ET.
If you’re enrolled in a workplace retirement savings plan, you can also call Fidelity Investments at (866) 715-2059 for support, planning, investing, and important financial decisions.
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