The Florida United Methodist Foundation is excited to announce its annual event, “R ‘minus’10,” a two-and-a-half-day comprehensive retirement planning seminar. Designed for Clergy and their spouses who are within ten years of retirement, this seminar aims to equip participants with the knowledge and tools necessary for a smooth and successful transition into retirement.
Topics Covered:
- Clergy Taxes: Understanding the unique tax considerations for clergy.
- Estate Planning: Essential legal and financial considerations for estate management.
- Financial Planning: Steps to ensure financial stability in retirement.
- Health Insurance: Navigating healthcare options and coverage.
- Housing Issues: Preparing for housing needs and potential challenges.
- Long-Term Care Insurance: Understanding coverage and benefits to make informed decisions.
- Medicare: Exploring Medicare enrollment, plan options, and cost.
- Pension and Benefits: Detailed information on pension plans and other benefits.
- Physical Health and Activity: Strategies to remain healthy and active.
- Social Security: Maximizing benefits and understanding eligibility.
Benefits educators from Wespath Benefits and Investments will be on hand to provide invaluable insights and guidance, helping attendees anticipate their retirement income and maintain financial health throughout their retirement years.
Date: September 9 – 11, 2024
Location: First United Methodist Church of Lakeland
Cost: Individual $100, Couple $150
Hotel Information is provided after registration. The hotel is not included in the registration fee. Join us for this vital seminar and take the first step towards a well-planned and fulfilling retirement! Register by clicking below:
Deadline: August 26, 2024
Questions? Contact Amie Steelman at asteelman@fumf.org or 863-904-2970 ext. 7113.