Norton LifeLock Benefit

According to Norton LifeLock, there is a victim of identity theft in the U.S. every three seconds and more than 63 million Americans (mostly aged 60+) have been affected by identity theft. With these statistics in mind, The Endowment Board is dedicated to our mission of supporting the retired clergy and spouses and is now offering complimentary Norton LifeLock protection against identity and cyber theft.

If you are interested in enrolling in this optional benefit, please reach out to Jenny Copello at Jenny@endowbd.org or 209-390-0989 and she will send you the CA-NV dedicated enrollment link. Please note that this benefit is one per household.

Want to learn more prior to enrolling? Great! We have live, informational webinars that you are welcome to attend. Check back soon for our next scheduled event. Below is a list of our previously recorded sessions:

April 17th, 2025:

https://gendigital.zoom.us/j/93086081327?pwd=yL4OK2GFZtyvFLu9yIKm6DEZUG85fN.1

(Access Password: C^WfLxP2)

January 23rd, 2025:

https://gendigital.zoom.us/rec/share/VT4pinguXS4slm5Pr7SA_9e_K09PmnattZ4vRCOPVtbcuHnhOEpsgt-GNPi48YRm.p6L_Jv44Ar0aN9TN

(Access Password: 7Wp4j^xw)

February 20th, 2025:

https://gendigital.zoom.us/rec/share/QjgpEo-NC8wIuBBAq7lPX11qt9d7fbYUu0q-cmsqpba07neihavhImYvK7_S5ecP.SS-uLcqwSP2oLVeD

(Access Password: #v#^9YS7)

Norton LifeLock also offers prerecorded webinars that do a wonderful job of explaining how to navigate the dashboard and all the features and protection the benefit offers. Check out this quick, eight minute video to learn more today:  https://vimeo.com/848494507. 

Financial Well-being

Saving Grace: A Guide to Financial Well-Being provides the text and tools clergy (active and retired) need to address the topics of saving, earning, giving, spending, and debt, along with helpful strategies for achieving a sustainable financial life. Participants can explore money management from a Wesleyan perspective helping clergy in all stages of life reach their personal financial goals.

Financial Guidance for Retired Clergy and Spouses

EY (formerly Ernst & Young) is a leading global financial services firm, that offers confidential, objective, and sales-free financial counseling at no charge to active participants and surviving spouses with an account balance in Wespath-administered plans, and to terminated and retired participants with an account balance of at least $10,000.

EY Financial Services

EY can provide unbiased advice on issues such as:

  • Wespath -administered plans and programs
  • Clergy Housing Allowances
  • Starting an effective retirement plan
  • Purchasing a home
  • Managing debt
  • Determining how much to save
  • Financing college education
  • Buying a car
  • Choosing your asset allocation
  • Purchasing life insurance
  • Estate Planning
  • Paying for children’s education
  • Understanding tax issues

Phone: 800-360-2539
Website: wespath.eyfpc.com
Email: fpc.admin@ey.com

Trusted Advisors – Legal and Trust Assistance

Hobson and Hobson
Michael Hobson, Partner
michael@hobsonandhobson.com
(415) 981-5100
Hobson and Hobson

HMS Law Group
Rebecca Gardner Moy
rgardner@hmslawgroup.com
(916) 252-0200
HMS Law Group

Tax Planning

Mary Popish, CPA
mpopishcpa@frontiernet.net
(916) 718-7601

Elder Specialists