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.
Get a Handle on Your Current Student Loan Debt | Thursday, May 8, 2025 at 11AM 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
Fundamentals of Retirement Income Planning | Thursday, June 12, 2025 at 3PM CDT
Description: Learn the benefits of a retirement income plan, identify retirement income sources and expenses, and explore different retirement income strategies.
REGISTER
Learn the Basics of Social Security | Thursday, July 10, 2025 at 3PM CDT
Description: If Social Security is expected to be your primary source of income in retirement, learn when and how to claim your benefit.
REGISTER
Aprenda lo basico de cuando y como reclamar el Seguro Social | Thursday, July 17, 2025 at 3PM CDT
Description: Si espera que el Seguro Social sea su principal fuente de ingresos durante la jubilación, aprenda cuándo y cómo reclamar su beneficio.
REGISTER
Prepare for the Reality of Health Care in Retirement | Thursday, August 14, 2025 at 3PM CDT
Description: This workshop will help you to understand the costs of health care in retirement, and how you can prepare for them.
REGISTER
WEBINAR RECORDINGS
NBUSA Match and 2024 in Review
Description: The NBUSA team reviews the first year of our new Minister's Match program. Learn how you can join the many minister's already taking advantage of this excellent program.
Understanding Roth Contributions in Your Workplace Savings Plan (30 minutes)
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. Presented by Fidelity.