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 2024 workshop presentations that may be beneficial to you.
Below is a schedule of the 2024 workshop presentations that may be beneficial to you.
| Organize, Plan, and Own Your Future
| Thursday, November 14, 2024 at 3PM CST
Description: In this Fidelity live web workshop, explore what financial wellness means for women, learn the principles of budgeting and saving, discover how to design an investing plan to meet your specific goals, and see how defining an investing personality can help keep you on track.
REGISTER
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| Virtual Nazarene Benefits Fair Thursday, November 21, 2024 at 10 am CST Description: Learn how you can retire well and be sure you are receiving the Nazarene benefits you deserve. In addition to information on NBUSA benefits, topics will also include ministers’ taxes and maximizing Social Security and Medicare benefits. REGISTRATION INFO |
| Retirement Basics
Description: In this Fidelity workshop, learn the importance of saving for the future, see the power of saving small amounts over time, and learn about retirement vehicles such as IRAs, HSAs, and brokerage accounts.
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| Learn the Basics of Social Security
Description: If Social Security is expected to be your primary source of income in retirement, this Fidelity workshop can help you learn when and how to claim your benefit.
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| Navigating Market Volatility
Description: This Fidelity workshop reviews what is happening in the markets and why, and answers 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?"
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| Prepare for the Reality of Health Care in Retirement
Description: Understand the costs of health care in retirement and how you can prepare for them in this Fidelity workshop.
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| Maximize Social Security in Your Retirement Strategy
Description: This Fidelity workshop explains how Social Security fits into your overall retirement paycheck. Learn how to identify Social Security claiming strategies and create your retirement income plan.
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| Tackle Debt and Understand Your Credit Score
Description: Discover different strategies for paying down debt, learn how to better understand credit scores, and take better control of finances in this Fidelity web workshop.
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| Ministers Benefits and the Path to Retire Well
Description: NBUSA has simplified and expanded the benefit we contribute to the accounts of Nazarene 403(b) participants, meaning eligible ministers could receive a match of up to $2,500 annually. This webinar highlights this program and outlines the other benefits available through NBUSA.
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| Fundamentals of Retirement Income Planning
Description: Learn the benefits of a retirement income plan, identify retirement income sources and expenses, and this Fidelity workshop also explores different retirement income strategies.
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| Understanding Roth Contributions in Your Workplace Savings Plan
Description: There are many different tax-advantaged ways you can contribute to your workplace savings plan. This Fidelity workshop gives understanding in how these contribution types can affect your paycheck and your taxes, and explains the difference between a Roth IRA and the Roth option in your workplace savings plan.
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