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Growing into Tomorrow… Today

Board of Pensions Pre-retirement Planning Seminar

August 15 - 16, 2017

Be informed, educated, and inspired for a journey toward wholeness in retirement living! Planning for retirement can be challenging, but it doesn’t have to be overwhelming. Our two-day seminar helps clergy and lay members and their guests explore steps they can take now to plan for their best retirement tomorrow.

The seminar is designed for members planning to retire within the next 15 years. Seminar attendees will

  • identify key questions for discernment in planning for retirement;
  • assess their finances, options for saving before retirement, and reasonable expectations for retirement living;
  • discuss healthcare options available through Medicare and supplemental insurances; and
  • create their next steps for wholeness in play, learning, and work; relationships; housing; health; and finances.


Registration for this Board event is now openFor more information about registration and reserving accommodations for this event, please click on the RATES & REGISTRATION tab above.

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Registration Information

Registration for this Board event is now open! You must register for the seminar FIRST through the Board of Pensions website before reserving your lodging and meals.

The Board of Pensions seminars are a Plan benefit, so there is no registration fee. Participants must be a plan member, covered partner, or a representative from a church, employing organization, or middle governing body. If you have questions about the seminar, please contact the Board of Pensions Member Education Team at 800.773.7752, ext. 7223 or email education@pensions.org. The Board of Pensions collects all seminar registrations.

Step One: (Required)

Register for your seminar with the Board of Pensions

Montreat Fee
Montreat charges a fee of $10 to cover the cost of refreshment breaks, copies, and other related expenses, plus a $2 community services fee (if applicable) for public services provided by the Town and the fire district.

  • $12 per participant

If you are not reserving accommodations below, this fee will be billed to you separately by Montreat Conference Center. If you are reserving accommodations, this fee will be included in your comprehensive rate.

Commuter Meals
If you are not reserving accommodations but would like to purchase meals at Assembly Inn, please email Montreat’s registrar at 
susana@montreat.org or call 828.419.9829.

  • Breakfast: $8:00 per person
  • Lunch: $9.50 per person
  • Supper: $12:50 per person

Step Two: (Optional)

Reserve your accommodations with Montreat Conference Center

Please note: You must register for the seminar FIRST through the Board of Pensions website. (See step one above.) When you receive your confirmation from the Board of Pensions, you will be given a GROUP ID, which you will then use to reserve your housing online.

Rates for Lodging & Meals
Comprehensive rates below include the Montreat fee of $10.00 per person, one room with private bath in Assembly Inn (one to three nights), meals in the Galax Dining Room (supper on arrival date through breakfast on departure date), plus a community services fee per person for public services provided by the Town and the fire district. If you would like to purchase additional meals, you may make a request in the comment section when you make your reservation online, or you may email the registrar at susana@montreat.org or call 828.419.9829.

OPTION 1: Three-Night Stay | Reserve 
Monday, Tuesday, & Wednesday nights; includes all meals from Monday supper thru Thursday breakfast.

  • $393.50  for member only
  • $487.00 for member & spouse

OPTION 2: Two-Night Stay | Reserve Mon & Tues | Reserve Tues & Wed
Monday & Tuesday OR Tuesday & Wednesday nights; includes all meals from supper on arrival date thru breakfast on departure date. You may request an extra lunch on either Tuesday or Wednesday for an additional $9.50 per person.

  • $262.50 for member only
  • $325.00 for member & spouse

OPTION 3: One-Night Stay | Reserve 
Tuesday night only; includes Tuesday supper and Wednesday breakfast. You may request extra lunches on both Tuesday and Wednesday for an additional $9.50 per person per lunch.

  • $131.50 for member only
  • $163.00 for member & spouse

Questions about reserving housing in Assembly Inn, please email the registrar at susana@montreat.org or call 828.419.9829.

Housing Cancellation Policy

Your credit card will be charged for the total of your stay. A seven day cancellation notice is required for a full refund. If cancellation notice is three days prior to your arrival date, you will be charged for one night’s stay. If cancellation is less than three days, there will be no refund. Please email cancellation requests to the registrar at susana@montreat.org or call 828.419.9829.

More Information