Retirement and Financial Planning
All courses held in Room 120, HRS Building
GET023 Estate Planning Workshop
Thursday, April 22, 1:30 to 3:30 p.m.
Instructor: Craig Morrison (ING)
Learn the importance of having a good estate plan and the best tools to use.
GET025 Cash Management
Tuesday, January 19, 1:30 to 3:30 p.m.
Instructors: Shawn Bennett and Tryssa Pacciulli (VALIC)
Ideal for those who may benefit from ideas on how to better manage day-to-day resources. Course topics include:
- How to assess one's current financial situation
- Establishing a budget
- Setting up an emergency fund
- Managing credit cards
- Saving and spending tips
GET512 Retirement Strategies for Women
Thursday, February 18, 9:00 to 11:00 a.m.
Instructor: Debbi James, CFP (VALIC)
Focusing on overcoming the financial hurdles specific to women as they plan and invest for the future, this seminar emphasizes the importance of having a personal plan, a sound strategy and a consistent approach to saving. It provides information to help women of all ages accumulate the money they'll need for a financially secure retirement. Topics include:
- Retirement challenges
- The cost of retirement
- Sources of retirement income
- Investment considerations
- The focus of procrastination
- Financial facts
GET573 FRS/DROP Workshop
Monday, March 29, 1:30 to 3:30 p.m.
Instructor: Eric Kegley
A presentation about the defined benefit Pension Plan, the DROP program, health insurance coverage, and subsidy in retirement.
GET577 Investment Planning
Monday, February 15, 1:30 to 3:30 p.m.
Instructor: Donald Hartman (VALIC)
Review specific ideas on how to invest to achieve key financial goals. It starts with simple concepts, progresses to more sophisticated investment strategies, and includes:
- Investment types
- Time frame
- Risk tolerance
- Diversification
- Asset Allocation
GET578 Revisioning Retirement
Monday, January 11, 1:30 to 3:30 p.m.
Instructor: Owen Brock (VALIC)
The financial decisions employees make before they retire will shape the type of life they live during retirement. Attendees learn how retirement has changed over the years, what to expect in the future, and how to use this knowledge to prepare for a more secure retirement. Topics include:
- The changing face of retirement
- How to prepare for a more secure retirement
- Secrets to financial freedom, according to financially prepared retirees
- Participation in their group’s retirement plan
GET598 Social Security/Medicare Overview
Friday, March 19, 9:00 to 11:00 a.m.
Instructor: Cliff Copeland (Social Security Administration)
An in-depth discussion of Social Security and Medicare benefits and eligibility requirements.