WHAT IS THE FINANCIAL WELLNESS INITIATIVE?

The Financial Wellness Initiative (FWI) is a set of entrepreneurial resources for ministers to transform their personal and family’s financial health to be better equipped to serve their congregations and communities.

FINANCIAL WELLNESS EDUCATION EXPERIENCES

Ministers and their spouses may receive a travel stipend to a Church Benefits Board educational event on topics such as preparing for retirement, clergy taxes, debt reduction, cultivating generous congregations and more.

A Day and a Half of:

Upcoming financial wellness experiences:

FINANCIAL PLANNING INCENTIVES

Ministers may receive additional funding towards their retirement account with Church Benefits Board (CBB) when they develop a financial plan through Empower Retirement.

For ordained participants: When you complete your financial plan, CBB will add $500 to your retirement account! Visit our Financial Planning page to learn more. 

FINANCIAL ADVICE

Church Benefits Board partners with Empower to offer personalized financial and retirement savings advice for all plan participants.

My Financial Path

Make sense of your money. Whether you’re just starting out or trying to improve your situation, My Financial Path offers you actionable next steps toward reducing stress and helping you achieve your financial goals. Login to Empower at https://participant.empower-retirement.com/participant/#/login . Under the Planning tab on the top of the page, scroll down to My Financial Path.

• Empower Student Debt Solutions
• Life Stage Financial Evalution and Suggestions
• Learning Center

RELIEF GRANTS

Grants will be available to help pastors address immediate financial needs related to medical debt, credit card debt, or other financial concerns.

Empower Student Loan Solutions (link)