It will cover retirement benefits including benefits for family members and explain enrollment procedures and deadlines. Representatives from the University benefits division, health plans and Medicare will teach the new retirement workshop on various available health insurance plans and Medicare. Staff and faculty members are encouraged to take advantage of the helpful information that will be covered during the array of other scheduled workshops. The series of courses are geared to help employees understand the major concepts of financial planning such as organizing and keeping track of personal financial records, budgeting, insurance, investing and taxes, in order to help them begin to plan for and manage their financial future. To cater to different levels of interests and understanding, the packet of courses that have been assembled allows individuals to select the topics that will be the most valuable to them at their present stage in the planning process.
Courses range from elementary and beginner level to more advanced sessions.
They have been broken down into topical areas such as taxes, investing, insurance, retirement and financial goal setting. Each workshop lasts 50 minutes, unless otherwise noted, and requires a minimum enrollment of 20 participants, so it is important to register early. In addition to the variety of courses offered, the benefits division staff and representatives from Fidelity Investments and TIAA-CREF will be available for individual counseling sessions. Regardless of how you register, class room locations and reservations will be confirmed later. The benefits division should be notified if you need to cancel your reservation.