📣 We are excited to announce the 2026 Retirement Planning Seminar: An Interactive Retreat for UU Professionals including Ministers, Religious Educators, and Other Professionals Planning to Retire in the Next Ten Years.Â
Where/WhenÂ
The Seminar will begin on Monday, March 23, 2026 with late afternoon arrivals followed by dinner and evening program, and will conclude with a boxed lunch on Thursday, March 26 (schedule below). It will be held at the Bon Secours Retreat and Conference Center located in Marriottsville, Maryland (https://bonsecoursrcc.org). Marriottsville is west of Baltimore, Maryland – approximately 30 minutes from BWI/Marshall Airport and Amtrak station.
🧑‍💻To Register, please complete and submit this jotform: https://form.jotform.com/UUORP/seminar_registration_form |
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Program Content
Are you 50 years of age or older? Planning to retire within the next decade? Have questions about what might come next or about the mechanics of retirement (UU Org Retirement Plan, Social Security, Medicare)? If so, this seminar is for you!
The Rev. Larry Peers, a UU Minister, national consultant, clergy coach, and therapist, will be the featured presenter along with speakers from Empower, USI, and UUA Church Staff Finances.
Larry will lead engaging sessions from his workshop on “Finishing Strong, Ending Well: Crafting the Culminating Chapter of Your Ministry.” The focus of the “Finishing Strong, Ending Well” segments of the program include:
Peter Lee, Certified Financial Advisor with Empower, will join us Tuesday morning to discuss "Thriving in Retirement":
Peter will be available throughout the day for optional 1:1 consultations (as scheduling permits). All registrants will be provided with information on how to schedule a 1:1.Â
Michael Lindsey, National Sales Leader with My Benefit Advisor (USI Insurance Services)
UUA Church Staff Finances will present on retirement mechanics including the UU Org Retirement Plan, the Empower platform, expenses, income streams, and the shift from active ministry to retirement.
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Cost
If space is available, spouses/partners are welcomed.Â
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