FINANCIAL WELLNESS EDUCATION EXPERIENCES

Financial Wellness Education Experiences (FWEEs) are designed especially for clergy and their spouses (if applicable). These educational events include:

• an exploration of how financial wellness impacts your ministry
• dialogue with financial wellness experts
• peer-to-peer learning
• practical tools to build your financial plan
• and free time together

Church Benefits Board (CBB) provides complimentary lodging and meals during the event for clergy and their spouses.

FWEEs are open to all CBB participants and their spouses. Space is limited.

If you are not currently a CBB participant, but are interested in attending, reach out to us at churchbenefits@churchbenefits.org.

Upcoming financial wellness EDUCATION experiences:

FREE FINANCIAL PLANNING & INCENTIVES

Active participants of the Church Benefits Board 403(b)(9) Retirement Plan can build a comprehensive financial plan with an Empower CFP® professional, free-of-charge.

When an active participant of the Church Benefits Board 403(b)(9) retirement plan completes their financial plan with Empower, then 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 every participant to improve their financial well-being by building a financial plan.

*The $500 incentive is available while funds last.

**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.

What’s your plan? To learn more about the financial planning process, visit churchbenefits.org/financialplanning.

FIRST CALL GRANTS

Are you a soon-to-be or recent seminary graduate getting ready to serve your first church? Are you changing careers and about to serve your first church? If either of these scenarios describe your stage of ministry, then you may be an excellent candidate for a First Call Grant.

The First Call Grant assists those in the first-call stage of ministry with a $500 grant* to start a 403(b)(9) retirement account with Church Benefits Board (CBB). After you are enrolled in the CBB retirement plan by your first-call church, CBB will add an initial $500 employer contribution from the Financial Wellness Initiative grant to your retirement account as a full-time, first-call minister.

If you have questions about the grant or your eligibility, contact Jim Morrison at jmorrison@cbf.net.

*While funds last.

Director of Financial Wellness

Minister’s Compensation Guide