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HealthFlex Mini Summit Presentations

For April 14, 2023

HealthFlex Changes and Enhancements: 2024 Plan Year: Kelly Wittich

Financial Review: 2022 Experience - 2024 Premiums: Martin Bauer, Dave Carr

Introducing Quantum Health Concierge : Kelly Wittich, Brian Wenner


Conference Forum 2023 Presentations

For April 12, 2023

Estimated Actuarial Valuation Results: Scott Greeno, Fred Hyland

Clergy Pension Plan De-Risking: Martin Bauer, Fred Hyland

I.T. Security: Bryan Mjaanes

Health and Well-Being Updates: Kelly Wittich and Team

Clergy Financial Well-Being Initiative: Cynthia Dopke, The Reverend Cary James

Video: UMC Clergy Financial Well-Being Initiative

To donate to the Clergy Financial Well-Being Initiative, send a check payable to Wespath (at the address below) and note "Clergy Financial Well-Being Initiative matching funds" or similar, so that we credit it properly:

Wespath Benefits and Investment
PO Box 75783
Chicago, IL 60675-5783

For April 13, 2023

Investments and Economic Update: Dave Zellner, Amy Bulger

General Conference 2024 Legislation Review: Dale Jones, Sarah Krause, Steve Clark

Compass Retirement Plan: Peter Hang, Andy Sroka

Disaffiliation Update: Tony Prestipino, Krystal Holmes

SECURE 2.0: Steve Clark

Benefits Transformation Update: Eileen Kane, George Balchev, Amy Cook, Jean Runnfeldt


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Live from Wespath | May 17, 2023

Be sure to tell your clergy about this event! Learn more at https://www.wespath.org/events/live-from-wespath.