Educational Workshops

At NBUSA we are here to support you from first ministry assignment to, and through, retirement. We inform and assist participants through educational resources designed to help understand our benefit plans, financial markets and how they impact retirement planning, and a variety of financial issues and decisions you may face. One of the ways we do this is in partnership with Fidelity Investments, our 403(b) plan record keeper, through online workshops along with other events.

Below is a schedule of the 2025 workshop presentations that may be beneficial to you.
Retirement Basics (30 minutes) | Thursday, February 27, 2025 at 3PM CST
Description: Learn how important it is to save for the future, see the power of saving small amounts over time, and learn about other vehicles such as IRAs, HSAs, and brokerage accounts.
REGISTER
Understanding Roth Contributions in Your Workplace Savings Plan (30 minutes)
Thursday, March 13, 2025 at 3PM CDT
Description: Learn about different tax-advantaged ways you can contribute to your workplace savings plan, Understand how those contribution types can affect your paycheck and your taxes, and know the difference between a Roth IRA and the Roth option in your workplace savings plan.
Register: Registration link will open the month of the event.
NBUSA Match and 2024 in Review
Thursday, March 20, 2025
Description: Join the NBUSA team as we review the first year of our new Minister's Match program, and learn how you can join the many minister's already taking advantage of this excellent program.
Register: Registration link will open the month of the event.
Get Started and Save for the Future You
Thursday, April 10, 2025 at 3PM CDT
Description: This workshop will help you understand the benefits of saving in your workplace savings plan, how to enroll in your plan, and small steps you can take today to save more for the future.
Register: Registration link will open the month of the event.
SPANISH - Get Started and Save for the Future You
Thursday, April 17, 2025 at 3PM CDT
Description: This workshop will help you understand the benefits of saving in your workplace savings plan, how to enroll in your plan, and small steps you can take today to save more for the future.
Register: Registration link will open the month of the event.
Get a Handle on Your Current Student Loan Debt
Thursday, May 8, 2025 at 3PM CDT
Description: This workshop will help you understand the wide range of student loan repayment options. Use Fidelity's student debt resources and tools to evaluate your current loan situation and determine next steps.
Register: Registration link will open the month of the event.