Pre-retirement Seminar Eases Clergy Transition

Date Posted: 1/9/2014

Recent participants claim TAC’s “Beginning Again” seminar was educational and inspirational “from opening moments of registration to the closing bond of communion.” Attendees appreciated the information, knowing that an action plan builds confidence and relieves anxiety.

Attendees had this to say about their experience at “Beginning Again:”

· Thank you for the opportunity to focus and reflect upon retirement, and learn about great resources to assist me in planning & preparation.”

· “I especially enjoyed the presentations and getting enthused about what’s ahead in the 3rd Chapter!”

· “This seminar offered lots of practical help regarding final steps, good help regarding details, and good fellowship with the family of clergy.”

As evidenced by these and other similar follow-up comments, new perspectives, less fear and more hope were the by-products of the Beginning Again seminar hosted by TAC Center for Clergy Excellence at Lakeview Conference Center for almost 70 clergy and spouses. Every two years, the TAC offers a Pre-retirement Seminar to all clergy and their spouses.

One participant noted that the session offered “great insight into the process and pointed out things I can still address and correct” and another suggested the information also be available to younger clergy since the retirement process is far from simple or seamless.

Speakers at the event included:

Don Meador – offering the retiree prospective

Chuck Simmons, David & Marilyn Meeker-Williams, Joe Fort and Gail Ford Smith – providing sections on preparing spiritually and mentally for retirement

Peter Hang and Paula Whitbeck, the General Board of Pension and Group Health offering insight on pensions

Pat Pearsall-Ramey of Ernst & Young- addressing investing and taxes

Amy Hume, UHY – tax information

Barbara Kilby, The Center for Clergy Excellence on Group Health Insurance

CJ Taylor, Heartspring Foundation

The seminar is designed to help clergy who are 50 years and older, prepare and gather knowledge about retirement as it relates to investments, pensions, health care and taxes. This year, more emphasis was put on the spiritual and mental aspects of retirement. “Preparing for the Third Stage of Life” was the theme of the retreat – using this time in each individual’s ministry to prepare properly for retirement for themselves and their places of ministry, all the while enjoying this time and leaving a legacy.