Meet Our Financial Education Specialists
Getting Support
As a clergyperson or lay employee of The Episcopal Church, you’re entitled to complimentary discussions with a financial education specialist.
Don't miss this opportunity to have an experienced financial professional answer your questions.
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. Their advisors can help you plan, invest, and tackle important financial decisions.
Larry Dresner
Larry has dedicated himself to understanding the financial needs of those who serve the Church. He’s the author of Personal Finance for Clergy and has given financial workshops at many seminaries.
Larry's been helping people as a financial planner for over 25 years, and is a licensed Chartered Financial Consultant (ChFC). He has also written many articles for various financial planning and accounting publications.
Toni Marie Sutliff
Toni Marie delivers financial education to CPG’s clients through webinars, workshops, conferences, and individual conversations.
For more than 15 years, she has been helping clergy and lay people of the Church make the most of their CPG benefits. A lawyer by training, Toni Marie is a licensed life insurance agent in most states, and is a Certified Employee Benefits Specialist® (CEBS®) and a Chartered Retirement Planning Counselor (CRPC®).
She is fluent in English and Spanish.
Request a Complimentary Discussion
Discover More
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Money Management
Create a Budget Today!
eLearning Course
This simple tool can help you meet your financial goals.
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Money Management
Budgeting in Retirement
eLearning Course
Stay on top of your retirement spending with this interactive budget worksheet.
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Retirement Income
Pension Estimates
Article
Sign into MyCPG Accounts and get pension benefit estimates using our pension calculator.
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