Calculators and Worksheets

PlanAheadIt's never too soon to begin planning for retirement. The Church Pension Fund offers a variety of tools and resources to help you get started:

Life Insurance Calculator

Calculator

The amount of life insurance you need depends on how you plan to care for your loved ones after you die. Our Life Insurance Calculator can help you determine your life insurance needs.

Planning Worksheets

The Church Pension Fund has a library of planning worksheets to help you determine your budget before and after retirement, as well as set and achieve your financial goals.

Retiree Housing and Care Facilities

You may wish to explore opportunities to live in retiree housing and care facilities with a connection to the Episcopal Church. Our Retiree Housing Locator can help you find facilities in your area.

CPF offers a suite of tools, ranging from Financial Planning Worksheets to Estate Planning Kits, to provide assistance as you plan for your retirement.  They can be used independently or as additional resources for Planning For Wellness conferences and PlanAhead for Retirement®.

Financial Planning Worksheets

Our library of financial planning worksheets can help you create a budget and set financial goals.  

Life Insurance Calculator

New HampshireThe amount of life insurance you need depends on how you plan to care for your loved ones after you die. Our Life Insurance Calculator can help you determine your life insurance needs. If you have questions, please contact our financial education specialists.

Estate Planning Kit

The Church Pension Group's Estate Planning Kit includes these three helpful guides:

  • Personal & Financial Records helps you plan ahead and ensure your information is accurate.
  • Making Your Will and what you should know before even talking to a lawyer.
  • Survivor's Guide will show you when at you need to do now to protect your loved ones.

Request a Kit  

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(excluding holidays)