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Fundamentals of Retirement Income Planning

Retirement and Finances

Fundamentals of Retirement Income Planning

CPG 5-Part Webinar Series

Jun 2, 2026

3:00 PM – 4:00 PM ET

About This Session

How much of your current lifestyle will you be able to enjoy in retirement?

Designed for clergy, lay employees, and those nearing retirement, this session explores how to turn your retirement savings into steady, sustainable income—and how each part of your financial picture works together to support the life you want in retirement.

In this session, you will:

  • Understand the key risks retirees face, and how an income plan can help offset them
  • Identify your primary income sources and expected retirement expenses
  • Explore different retirement income strategies and how they support different needs
  • Gain tools and resources to confidently transition from saving to spending

 

Watch recording.

Session Resources

  • Watch session one webcast recording —Fundamentals of Retirement Income Planning.
  • Clergy and lay employees participating in a defined benefit plan can schedule a financial discussion with a CPG Financial Education Specialist.
  • Lay DC and RSVP participants can log in to Fidelity NetBenefits to connect with a Fidelity Financial Planning Consultant.

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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