Comprehensive Financial Planning
Free for active participants of Church Benefits Board’s 403(b)(9) Retirement Plan.
“Participating in CBB’s financial planning process helped my family to name and reflect on our unspoken hopes for our future financial wellness. The process prompted us to set goals and priorities and to experience the relief of knowing we have a well-developed plan.”
~Scott Ford, CBB participant
Active participants of the Church Benefits Board 403(b)(9) retirement plan can meet with one of Empower’s CFP® professionals to build a comprehensive financial plan, free-of-charge.
When an active participant of the Church Benefits Board 403(b)(9) Retirement Plan completes their financial plan with Empower, Church Benefits Board will add $500 to their Church Benefits Board 403(b)(9) retirement account.* ** CBB provides this financial planning incentive through generous grant support. Our goal is to encourage all of our participants to improve their financial well-being by building a financial plan.
*The $500 incentive is available while funds last, so do not delay.
**The $500 incentive is processed on a quarterly basis. Deposits of the $500 incentive into a participant’s Church Benefits Board 403(b)(9) retirement account can take up to 90 days.
To schedule your financial planning appointment, use the button below and when prompted, choose the first service appointment, “An Introduction Call/Welcome Meeting.”
How the financial planning process works:
1) Schedule your appointment.
- Schedule your financial planning appointment online.
- The financial planning process takes place over three phone calls. You will need access to both your phone and a computer during the three phone calls.
- If you are married, we encourage you to invite your spouse to also attend these planning calls with you.
2) What to expect on the first phone call:
- During your first phone call, your dedicated CERTIFIED FINANCIAL PLANNER™ at Empower will get to know you and will explore your needs, wants, and wishes related to financial planning. Your financial planner will then collect necessary data and information and begin to develop a personalized plan.
3) What to expect on the second phone call:
- During your second phone call, your financial planner will review the initial data and information. You will then have the opportunity on this call to offer additional information, or make any corrections, to assist with the financial planning process.
4) What to expect on the third phone (plus annual reviews and continued support):
- During the third phone call, your financial planner will present your financial plan via an online presentation.
- You will be have access through a secure portal to review and update your financial plan online.
- Your financial planner will remain available to review your financial plan on an annual basis, as requested, and is available throughout the year for questions and advice.
If you have additional questions, please contact us at churchbenefits@churchbenefits.org.
Investing involves risk, including possible loss of principal.
Securities offered and/or distributed by GWFS Equities, Inc., Member FINRA/SIPC. GWFS is an affiliate of Empower Retirement, LLC; Great-West Funds, Inc.; and registered investment advisers, Advised Assets Group, LLC and Personal Capital. This material is for informational purposes only and is not intended to provide investment, legal or tax recommendations or advice. Empower Retirement refers to the products and services offered by Great-West Life & Annuity Insurance Company and its affiliates. ©2020 Empower Retirement, LLC. All rights reserved. RO1331708-0920
IMPORTANT: The projections or other information regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results, and are not guarantees of future results. Results may vary with each Financial Analysis Report and over time.