Improve Your Financial Wellness

Explore a range of resources designed to help you make smart financial decisions, protect yourself from fraud, and confidently plan for the future.

Whether you're just starting out or nearing retirement, our courses and tools offer practical tips on topics such as budgeting, investing, managing risks, and safeguarding your personal information.

Explore popular topics below or click the See All buttons for the full curriculum in each category.

Investing and Financial Essentials

Money Management

Create a Budget Today!

eLearning Course

This simple tool can help you meet your financial goals.
Financial Fraud

Stay Aware: Scams Are on the Rise

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Fidelity – Being aware of common scams is one of the best ways to protect your personal information and money.
Investments

Understanding the Basics of Investing

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Fidelity – Understanding basic investing concepts can help you grow your money.

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Planning for Retirement Income

Retirement Income

Sources of Income – Clergy

eLearning Course

Find out about resources available to help you pay your living expenses in retirement.
Retirement Income

Sources of Income – Lay Employees

eLearning Course

Find out about resources available to help you pay your living expenses in retirement.
Getting Support

Meet Our Financial Education Specialists

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Schedule a complimentary discussion with an experienced financial professional.

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Managing Your Money in Retirement

Working While Pensioned

Working While Receiving Retirement Benefits

eLearning Course

Consider these factors if you're working after claiming your pension, Social Security, and/or Medicare benefit.
Money Management

Managing Your Money - Clergy

eLearning Course

Nearing retirement? Discover ways to prepare your finances for the later years.
Money Management

Managing Your Money - Lay Employees

eLearning Course

Learn how to make the most of your money in retirement.

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US Clergy Tax Resources

Clergy Housing Allowance

Clergy Housing Allowance

eLearning Course

Learn about excludable housing-related expenses and how to designate and calculate them.
Clergy Income Tax

Tax Forms

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The Clergy Tax Guide and related forms can help you stay on top of IRS rules and plan for tax time.
Getting Support

CPG Tax Hotline

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Contact our experts if you have US-tax related questions.