Comprehensive Financial Planning
Budgeting | Emergency savings | Debt management | College planning | Insurance coverage | Retirement readiness | Saving for multiple goals | RMD planning
“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, Passport Camps
Church Benefits Board (CBB) participants can meet with one of Empower’s CFP® professionals to build a comprehensive financial plan, free-of-charge.
New for ALL CBB participants: Now until December 31, 2024, when you complete your financial plan with Empower, CBB will add $500* to your retirement account. CBB is providing 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.
*This incentive is available while funds last, so do not delay. Schedule your financial planning appointment today.
To schedule an appointment, select 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 FINANCIAL PLANNING APPOINTMENT:
You may 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) FIRST PHONE CALL:
During your first phone call, your dedicated 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) 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) THIRD PHONE CALL + ANNUAL REVIEW & 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.
Again, CBB provides this financial planning service free-of-charge for all active participants. 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.