TheAlabama-West Florida

ConferenceUnited Methodist Church

Planning For Your RetirementFebruary 3&4, 2015Crowne Plaza Hotel200 E. Gregory St.

Pensacola, FL

Now is the time to plan for your retirement!

There are many aspects of retirement that require planning at different stages of a pastor’s ministry. This two day seminar provides vital information regarding the needs of pastors considering retirement within the next ten years. We encourage spouses to join in making preparations for this milestone event in a pastor’s (and his/her family’s) life.

Top 5 Things You Should Know:

1. Be in a teachable mode when attending the sessions.

2. The General Board of Pension Projection is very insightful!

3. A holistic approach to planning for retirement is best.

4. Encourage your spouse to attend.

5. The private consultation time is especially beneficial!

Co-sponsored by the Board of Ministry and the Board of Pension & Health Benefits

Tuesday, February 31:00pm Entering the Retired Relationship Bishop Paul L. Leeland

1:30- 3:30pm General Board of Pension and Health Benefits Presentation, Mr. Ronald Coleman

3:45pm Individual Consultations with Ron Coleman and Peter (20 minutes each)

3:45-5:00pm Every Day is Saturday, Mrs. Janet Leeland

5:00-7:00pm Dinner (on your own)

7:15-9:00pm What You Should Know About Estate Planning, Mr. Bill Bond and Mr. Jerry Daniel

9:00pm Individual consultations continue

Wednesday, February 47:00am Breakfast (provided)

7:45am Individual Consultations with Ron Coleman and Peter Chang

8:00-8:30am So, Now You’re Retired?, Dr. Bob McKibben

8:30-9:30am Strategies for Making Resources Last, Mrs. Terri H. Turner

9:45-10:30am Health Insurance Changes after Retirement, Mr. Frank Dunnewind

10:30-11:50am Question & Answer Panel - Ron Coleman, Frank Dunnewind, Bishop Paul L. Leeland, Terri Turner

What We’ll Talk About• Reservation deadline - January 8,

2015

• Ten contact hours of instruction & consultation (1 CEU)

• Limited to 27 clergy participants and spouses age 50 and older & considering retirement within the next ten years.

• Cost to participants - $55 $65 for couple (includes room and breakfast)

• Due to limited space, only the first 27 paid clergy registrations will be accepted.

Important Points

Bishop Paul L. Leeland- Keynote Mrs. Janet Leeland- Every Day is SaturdayMr. Ronald Coleman- Understanding Your Pension Mr. Peter Chang- GBOPHBMr. William A. Bond- Estate PlanningMr. Jerry Daniel- Estate PlanningDr. Bob McKibben- So Now You’re Retired?Mrs. Terri H. Turner- Strategies for Making Resources LastMr. Frank Dunnewind- Health Insurance and Other Benefits after Retirement

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