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Pro3 Series workshops added
Working on your Pro3 fiscal management certification? In an effort to meet the needs of those on our waiting lists, we've added the following workshops. Register today at my.ufl.edu for:
PRO302, “Color of Money: A Guide to How Moneys May Be Spent at UF,” November 27, 1:30 to 4:30 p.m., HRS Building, Room 120
PRO303, “Internal Controls,” October 24, 1:30 to 4:30 p.m., HRS Building, Room 120
PRO304, “Basic Accounting Concepts, October 23, 9:00 a.m. to 12:00 p.m., HRS Building, Room 120
Space is limited, so register today!
New, earlier application deadline for HEO is November 1
The University of Florida’s Higher Education Opportunity (HEO) provides children of full-time TEAMS employees with the opportunity of tuition assistance for an undergraduate education at the University of Florida.
In March 2008, Human Resource Services will select at random from a pool of eligible HEO applicants 50 TEAMS employees to participate in this program. Each eligible employee may submit one child’s name into the drawing. To be considered for this benefit, the TEAMS employee must apply for the HEO by November 1, 2007.
For more information about the Higher Education Opportunity, please visit www.hr.ufl.edu/
education/
heo or contact Amanda Moore at (352) 273-1761 or amanda-moore@ufl.edu.
Consultants available to help employees with 403(b) retirement planning
Investment company representatives are on-site on a regular basis at the HRS Building, 903 W. University Avenue. Please refer to the schedule below if you wish to call for an appointment.
AIG Valic
1-800-892-5558, x87260
Mondays and Fridays
Fidelity
1-800-550-4068
Oct. 19, Nov. 13, Dec. 13
TIAA-CREF
1-877-267-4510 x5109
Oct. 31, Nov. 1, Nov. 13-14, Dec. 4-6
UF sustainability information at your fingertips
Are you wondering what UF is doing to be a more sustainable university? Do you want to know more about what you and your department can do? Check out the Office of Sustainability web site for ideas, information, and resources. You can even sign up to receive a monthly newsletter that highlights all the great work UF is doing in this area, as well as event announcements, opportunities to get involved, and tips and answers to your sustainability questions.
Employee Education Program now accepting applications for spring semester
The Employee Education Program (EEP) is a popular benefit available to eligible UF faculty and staff. The program covers the matriculation fees of up to six credit hours of covered college-level courses per semester.
Employees interested in participating in the EEP during the spring semester should register and complete their application forms by the following deadlines:
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Retirement and financial planning presentations offered
This fall, University Benefits and Retirement is offering a variety of informational workshops for employees who want to make informed decisions regarding their investments, retirement planning, and financial well-being. Visit the Training and Organizational Development web site to register and view a full list of classes. Additional workshops will be added to the schedule later in the semester.
Women, Wisdom, and Wealth
Monday, October 15, 2:30 to 4:30 p.m., HRS Building, Room 120
The Women, Wisdom, and Wealth program is specifically designed to help women explore their values and determine what's most important to them, to develop appropriate goals, and to realize these goals through sound financial planning. This workshop will teach you how to take control of your financial situation.
Presented by Kirk Kinsman of MetLife Investors
Fundamentals of 403(b) and Other Retirement Savings Plans
Wednesday, October 24, 2:00 to 4:00 p.m., McCarty Hall D, Room G001
An in-depth discussion of the advantages of saving with a tax-deferred savings plan will be led by representatives of ING Retirement Plans.
Social Security and Medicare Overview
Tuesday, October 30, 9:30 to 11:30 a.m., Reitz Union, Room 285
This presentation will focus on how benefits are earned and calculated and provide an overview of requirements and benefits associated with the Medicare program.
Presented by Clif Copeland, Public Affairs Specialist with the Social Security Administration
Estate Planning-Establishing and Maintaining Your Estate Plan
Tuesday, November 6, 9:30 to 11:30 a.m., Reitz Union, Room 286
In this seminar, the basics of estate and gift taxes, as well as various types of trusts, will be discussed.
Presented by Mike Keenan of Fidelity Investments
Fundamentals of Retirement Income Planning
Tuesday, November 6, 1:30 to 3:30 p.m., Reitz Union, Room 286
This workshop will help you estimate how much you'll need to save for your retirement, discuss the importance of asset allocation, and inform you about choosing the right investments for your particular needs.
Presented by Adonis Morris of Fidelity Investments
Using the Florida Retirement System to Plan for Your Retirement
Wednesday, November 14, 9:30 to 11:30 a.m., Reitz Union, Room 286
This workshop will discuss the role FRS retirement plans play in meeting your financial goals, and demonstrate how everyday living expenses inflation will dramatically reduce your fixed retirement income. You will gain an understanding of the ongoing financial planning resources available to you as a member of the FRS.
Presented by a financial advisor from Ernst & Young
Cash & Debt Management: Smart Spending
Wednesday, November 14, 2:00 to 4:00 p.m., McCarty Hall D, Room G001
This presentation is designed to help you evaluate your current spending habits, create a realistic spending plan, and understand credit reports and what your FICO score means. Examine the cash/debt management process and how it can be used to reduce your debt and manage your credit.
Presented by a financial advisor from Ernst & Young
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