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.
| Navigating Market Volatility
| Thursday, May 9, 2024 at 3PM CDT
Description: This Fidelity live web workshop will review what is happening in the markets and why, and answer 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?"
REGISTER
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| Prepare for the Reality of Health Care in Retirement Thursday, June 13, 2024 at 3PM CDT Description: This Fidelity live web workshop will help you understand the costs of health care in retirement, and how you can prepare for them." Register: Registration link will open the month of the event. |
| Maximize Social Security in Your Retirement Strategy Thursday, July 11, 2024 at 3PM CDT Description: In this Fidelity live web workshop, learn how Social Security fits into your overall retirement paycheck, identify Social Security claiming strategies, create your retirement income plan." Register: Registration link will open the month of the event. |
| Tackle Debt and Understand Your Credit Score Thursday, August 8, 2024 at 3PM CDT Description: In this Fidelity live web workshop, discover different strategies for paying down debt, learn how to better understand credit scores, and take better control of finances." Register: Registration link will open the month of the event. |
| Fundamentals of Retirement Income Planning Thursday, September 12, 2024 at 3PM CDT Description: In this Fidelity live web workshop, learn the benefits of a retirement income plan, identify retirement income sources and expenses, and explore different retirement income strategies." Register: Registration link will open the month of the event. |
| Understanding Roth Contributions in Your Workplace Savings Plan Thursday, October 10, 2024 at 3PM CDT Description: In this Fidelity live web workshop, 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. |
| 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: Registration link will open the month of the event. |
| 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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