How Do Clergy Stack Up?

PRESENTERAndrea Hasler, as head of the research team at the GlobalFinancial Literacy Excellence Center, leads GFLEC’s efforts toinform policy, and develop and promote financial literacyprograms especially among financially fragile households.

HOSTKathy Floyd leads CPG's benefits education strategies thataddress the needs of the clergy and lay professionals at differentlife stages to enable them to make informed decisions.

HOSTMatthew J. Price, PhD, is responsible for collecting insights thathelp inform CPG’s decisions related to major policy initiativesaffecting retirement benefits. He also supervises The ChurchPension Fund’s capacity as Recorder of Ordinations.

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We recently collaborated with George Washington University to betterunderstand how clerics are handling their finances and their financialwellness versus other working professionals. More than 1,000 clergy

participated in the survey. Now we’re sharing the results. Be prepared for afew surprises.

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Thursday, May 14, 1:00 PM to 2:00 PM ET

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You will discover:

• where clergy do well—or fall short• whether clerics feel prepared for retirement• how saving and debt behaviors measure up• where gender gaps persist

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This material is provided for informational purposes only and should not be viewed as investment, tax, or other advice. Itdoes not constitute a contract or an offer for any products or services. In the event of a conflict between this material andthe official plan documents or insurance policies, any official plan documents or insurance policies will govern. The ChurchPension Fund (“CPF”) and its affiliates (collectively, “CPG”) retain the right to amend, terminate, or modify the terms of anybenefit plan and/or insurance policy described in this material at any time, for any reason, and, unless otherwise requiredby applicable law, without notice.