Event Search Results

14 courses were found based on your search criteria:
Category: Personal Finances

Event Name Event Date Event Time Description Status
Financial Footsteps II (2-part series: Feb 13 and 27) 02/27/2020 12:00pm - 1:00pm THIS IS A TWO-PART SERIES - PLEASE PLAN TO ATTEND BOTH SESSIONS:
  • Part I: Thursday, February 13, 12:00pm – 1:00pm, Irvine Auditorium, Amado Recital Hall
  • Part II: Thursday, February 27, 12:00pm – 1:00pm, Houston Hall, Ben Franklin Room

You've got a lot on your plate - work, taxes, family responsibilities, a house, and more. Join our speaker, Albert Corrato, Jr., Certified Financial Planner Professional from Creative Financial Group, MassMutual, and learn how to navigate life events. This is a two-part series, so plan to attend both sessions to review:
  • Developing good savings habits and creating a budget that works for you.
  • Managing student loans and other debt.
  • Understanding credit reports and scores – what they are, why they matter, and how to improve them.
  • Learning Investment basics, including retirement plans, the impact of taxes, and the power of compounding and asset allocation.
Registration Open
TIAA Live Webinar - Introduction to Social Security 03/17/2020 12-1 pm ET Learn the basics about Social Security including eligibility, how to apply, how your benefit is calculated and strategies for claiming benefits. Registration Open
TIAA Live Webinar - Market-proof your retirement 03/18/2020 12-1 pm ET Market-proof your retirement* In retirement—and the years leading up to it—protecting your savings becomes just as important as growing it. Join us to learn how to create your own personal pension with TIAA Traditional, offered by Teachers Insurance and Annuity Association of America (TIAA).** Registration Open
TIAA Live Webinar - Money at Work 1: Foundations of Investing 03/18/2020 3-4 pm ET Discover how you can manage risk versus reward, as well as understand the role of investing and managing risks, ways to help accelerate savings and tools that can help sustain a portfolio. Registration Open
TIAA Live Webinar - Postcards from the Future: A womans guide to saving and investing 03/19/2020 3-4 pm ET Women saving for retirement face unique challenges. You can learn what it takes to overcome these challenges and help make your retirement dreams come true on schedule. Registration Open
TIAA Live Webinar - Understanding Health Savings Accounts (HSAs) 03/19/2020 12-1 pm ET This webinar will help you understand unique aspects of HSAs including how they help account owners to pay for current health care expenses and save for those in the future. We hope that you will join us for this educational event. Registration Open
Investing 201 Financial Wellness Workshop 03/26/2020 12:00pm - 1:00pm Join our speaker, Albert Corrato, Jr., Certified Financial Planner Professional from Creative Financial Group, MassMutual, for this financial wellness learning opportunity, sponsored by MetLife. This workshop is best for those who have attended our Investing 101 workshop, or have general investment knowledge. It will include in-depth information on investing, tax implications, performance measurement, managing risk, determining the right investments, and common investing terminology. Registration Open
Financial Literacy Month - Vanguard presents Financial Freedom 04/08/2020 12-1 pm ET Learn the basic rules of thumb to improve your finances and ensure you're headed in the right direction financially. This presentation is eligible for 10 Bonus Action points for On-Campus Financial Wellness Events. You can get points for up to a max of 4 events (or 40 BA points) for this Be in the Know campaign year. Registration Open
Estate Planning Financial Wellness Workshop 04/09/2020 12:00pm - 1:00pm Everyone needs to have an estate plan. Join Albert Corrato, Jr., Certified Financial Planner Professional from Creative Financial Group, Mass Mutual, for this financial wellness workshop, sponsored by MetLife. In this workshop, you will learn about establishing and prioritizing goals, today's estate tax landscape and what it means for you, and how to avoid common mistakes people make with their estates. Registration Open
Financial Literacy Month - TIAA presents Halfway There: A Retirement Checkup 04/16/2020 12-1 pm ET Don’t let retirement sneak up on you. Be ready for it. Our workshop leader will provide information to help you assess where you are on the path to reaching your financial goals and how to help get back on track if you’re behind. -- This presentation is eligible for 10 Bonus Action points for On-Campus Financial Wellness Events. You can get points for up to a max of 4 events (or 40 BA points) for this Be in the Know campaign year. Registration Open
PNC: 5 Threats to Your Retirement 04/22/2020 12:30-1:30 pm Retirement planning is more complicated than it is ever been before. This seminar identifies five main threats to a successful retirement; knowing the risks allows you to better prepare for them. Registration Full
Your Dependent with Special Needs: Making Their Future More Secure Financial Wellness Workshop 05/14/2020 12:00pm - 1:00pm Join our speaker, Albert Corrato, Jr., Certified Financial Planner Professional from Creative Financial Group, MassMutual, for this financial wellness learning opportunity, sponsored by MetLife. This workshop is designed for caregivers of special needs dependents and covers critical issues such as protecting eligibility for government benefits, such Supplemental Security Income (SSI) and Medicaid, providing lifetime care with special needs trusts, selecting appropriate funding vehicles to fund special needs trusts, including life insurance, and choosing a trustee, guardian, or conservator. Registration Open
PNC: The Role of Insurance in Your Financial Plan 08/26/2020 12:30-1:30 pm You might be saving for retirement through a 401(k) plan or an IRA. But have you considered what might happen if you were unable to keeping earing enough to fund your plans? Life insurance may provide for your family if something happens to you before you reach your goals. Registration Open
PNC: The Role of Social Security in Your Retirement Income Strategy 10/28/2020 1230-1:30 pm This seminar identifies the current rules surrounding Social Security, as well as specific collection strategies geared towards helping you make the most of your benefits. Registration Open