The Pension Boards - PBUCC - Financial Wellness Presentations

Your Financial Wellness Matters

online learning

Complementary Financial Wellness Presentations

The following presentations are delivered by the Pension Boards or by Fidelity specifically for PBUCC Members. Please add the dates below to your calendar and look for email invites prior to each scheduled event.

Pension Boards

LSS Financial Choice

Fidelity

Upcoming Events in 2026

	Date	Topic
	Wednesday, January 20, 2026 12 p.m. ET	Planning for the Transition to Retirement Whether you are planning to retire soon or are in the middle of your career, clergy or lay, this seminar is designed to help you transition to retirement.
	Wednesday, January 28 2 p.m. ET	PBUCC Lifetime Retirement Income Plan: Build Monthly Lifetime Retirement Income The Lifetime Retirement Income Plan for the United Church of Christ provides lifetime retirement income or beneficiary benefits to clergy and lay employees. During this presentation you will: Understand key features and how to get the most out of the plan Learn about the different investment options available in the plan Understand the importance of saving early and how to estimate your retirement income Explore ways to increase savings and other financial wellness considerations

Date

Topic

Wednesday, January 20, 2026
12 p.m. ET

Planning for the Transition to Retirement
Whether you are planning to retire soon or are in the middle of your career, clergy or lay, this seminar is designed to help you transition to retirement.

Wednesday, January 28
2 p.m. ET

PBUCC Lifetime Retirement Income Plan: Build Monthly Lifetime Retirement Income
The Lifetime Retirement Income Plan for the United Church of Christ provides lifetime retirement income or beneficiary benefits to clergy and lay employees.

During this presentation you will:

Understand key features and how to get the most out of the plan
Learn about the different investment options available in the plan
Understand the importance of saving early and how to estimate your retirement income
Explore ways to increase savings and other financial wellness considerations

Previous Financial Wellness Group Learning Recordings

Please click the links below to tune into previously-recorded webinars.

2025

	Topic
	April 30 - Get a Financial Health Checkup Just like with our physical health, building financial health requires steps that we take daily, monthly, and annually. Get a Financial Health Checkup Webinar Recording
	March 26 - Social Security Basics Social Security Webinar Recording
	January 30 - Investment Watch January 2025 Investment Watch Webinar Recording
	January 29 - Practical Steps to Achieve Loan Forgiveness Practical Steps to Achieve Loan Forgiveness Recording
	Planning for the Transition to Retirement Planning for the Transition to Retirement Webinar Recording Planning for the Transition to Retirement Webinar Slides

On-Demand Workshops

Build an Emergency Savings Fund

This mini-workshop provides tips to help you prepare for financial emergencies.

Create a Budget

Get help building your budget in this mini-workshop.

Five Money Musts

Designed for young professionals, this workshop will provide an overview of five core money concepts: budget, credit, debt, investing, and retirement.

Get a Handle on Your Current Student Loan Debt

This workshop will help you find a better way to pay off your student loan debt by introducing you to a number of different repayment approaches.

Identify and Prioritize Your Savings Goals

This workshop will help you start to think about the savings goals that are important to you and understand how you can achieve them.

Invest Confidently for Your Future

This workshop will help you look at your investments and understand how to build a long-term investment plan.

Learn the Basics of When and How to Claim Social Security

If Social Security is expected to be your primary source of income in retirement, learn when and how to claim your benefit.

Managing My Money: Budget, Emergency Savings, Debt, and Retirement Basics

This workshop will provide manageable strategies, tools, and tips that can help you take control of your spending, saving, and debt.

Manage Unexpected Events and Expenses

This workshop will help you learn how to take control of your budget and understand your financial options after an unforeseen event.

Maximize Social Security in Your Retirement Strategy

This workshop will help you understand different Social Security claiming strategies and take the next step to create your retirement income plan.

Navigating Market Volatility

This workshop will review what is happening in the markets and why – and help answer questions such as, “should I move my investments to cash right now?” and, “if I don’t yet have a plan for situations like this, where do I start?”

Organize, Plan, & Own Your Future

Designed for women, this workshop will show you how to organize your investments and build a plan to meet your financial goals.

Prepare for the Reality of Health Care in Retirement

This workshop will help you to understand the costs of health care in retirement, and how you can prepare for them.

Retirement Income Planning for Her

Designed for women, this workshop will help you learn about your retirement savings and how to plan for future income.

Take Control of Your Debt

Get help making a plan to manage and pay down your debt in this mini-workshop. PUBLIC LINK