2008 Pre-Retirement Planning Conferences


OWENSBORO
Monday, Sept. 15, 2008 from 9 a.m. to noon
Buena Vista Baptist Church, 119 West 24th Street

LOUISVILLE
Tuesday, Sept. 16, 2008 from 9 a.m. to noon
Kentucky Baptist Convention, 13420 Eastpoint Centre Dr.

SOMERSET
Wednesday, Sept. 17, 2008 from 9 a.m. to noon
First Baptist Church, 128 North Main Street

ASHLAND
Thursday, Sept. 18, 2008 from 9 a.m. to noon
Unity Baptist Church, 2320 29th Street

Who Should Attend?
Participants in retirement plans at GuideStone Financial Resources of the Southern Baptist Convention who anticipate possible retirement within the next 10 years should consider attending a FREE conference.

There's no cost to attend, but participants must register. Click the desired date/location below to register for the conference of your choice:
Topics
  • Investment considerations in the last few years prior to retirement.
  • Understanding the differences between lifetime annuity and lump sum benefit options.
  • Advantages GuideStone offers as a retirement benefit provider.
  • Considerations before rolling money into an IRA at retirement.
  • How your GuideStone retirement benefit is calculated.
  • How and when you can start your GuideStone retirement benefit.
  • Understanding the use of the minister’s housing tax exclusion in retirement.
  • Insurance issues for those who retire before age 65.
  • What is the “full-retirement age” for Social Security and how does that affect me?
  • An overview of Medicare Supplement medical coverage through GuideStone.
  • What happens to my Life and Disability coverage’s when I retire?
  • An overview of Medicare.
  • Social Security issues for those who retire before age 65.
  • Considerations if you decide to go back to work after you retire.
  • Understanding the Social Security Delayed Retirement Credit.
  • An overview of how Social Security benefits are calculated
  • How is my Social Security benefit treated for income tax purposes?
  • How a minister’s housing allowance in retirement affects Social Security taxes.
  • If 65 is no longer the age to receive full Social Security benefits, when can I retire and get the full benefit?
  • Issues regarding Social Security when one retires in the middle of the year.
Conference Leader
Mike Ford is a Senior Relationship Manager for Financial Solutions & Services – Churches at GuideStone Financial Resources. Almost 20 years at GuideStone and being a bivocational pastor make him well qualified to deal with financial issues for ministers and churches.
Don Spencer is a Certified Financial Planner and specialist inn the area of compensation planning and tax issues for ministers and churches. He has served for 22 years as a Financial Support Specialist and Director of the KBC Church Financial Benefits Department.