Ready to help you on your financial path
Your Financial Educators
Helping improve the financial wellness of LCMS workers through guiding, educating and planning
Budgeting, planning, giving — it can be hard to balance your financial priorities, especially with the increasing cost of everyday living expenses. Our Financial Educators understand, because they’re LCMS workers just like you!
meet with a financial educator
Guiding — Educating — Planning
Your Financial Educators know that you are on a unique financial journey. They’re ready to take the next step, no matter what it may be because Concordia Plan Services is created to care for you.
Finance basics such as budgeting, goal setting and debt management.
Protection needs, such as insurance, basic estate planning and personal spending accounts.
Retirement readiness, your pension benefits and retirement savings plan.
Social Security and health care in retirement questions.
Resources and tools.
Benefits offered by CPS.
Meet our Financial Educators
Our compassionate Financial Educators are experts in their fields, each holding professional certifications and designations. They’re ready to help you learn how to better manage your money, reduce your financial stress and improve your overall well–being.
CEBS = Certified Employee Benefit Specialist, AFC = Accredited Financial Counselor®, CFEd = Certified Financial Educator®
How can you connect with a Financial Educator?
Their services are completely confidential and free to members. If you would like to discuss financial wellness or retirement planning, click the link below to complete a simple online form. You’ll be paired up with a Financial Educator to help guide you on your journey. Don’t forget to include your questions so they can be better ready to assist you.