Ready to help you on your financial path

CPS 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. CPS Financial Educators understand, because they’re LCMS workers just like you!

meet with a financial educator

Guiding – Educating – Planning

CPS Financial Educators know that you are on a unique financial journey, and they’re ready to help you take the next step, no matter what it may be.

financial-wellnessFinance basics such as budgeting, goal setting and debt management.

life-lossProtection needs, such as insurance, basic estate planning and personal spending accounts.

403bRetirement readiness, your pension benefits and retirement savings plan.

social-securitySocial Security and health care in retirement questions.

plan-managementResources and tools.

retiree-benefitsBenefits 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 Concordia Plans 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.

meet with a financial educator