2018 UCF Financial Wellness Series

Monday, April 2, 2018 8 a.m. to Monday, April 30 at 5 p.m.

The annual UCF Financial Wellness Series will be held from April 2 through April 30, 2018.

Sessions for this year include the following:

Classroom Workshops

Investing Basics
Monday, April 2 : 3:00 p.m. - 4:30 p.m. 
Presented By: Paul Gregg, Assistant Chair, Finance Executive in Residence
Paul Gregg will share with you some of the same information he teaches students about retirement and investing strategies in his Personal Finance class.

Nearing Retirement in the FRS
Tuesday, April 3 : 3:00 p.m. - 4:30 p.m.
This session focuses on discussing practical issues important for those nearing retirement. Topics include setting retirement goals, including income needs, and understanding your sources of retirement income, including FRS plans and Social Security.

Budgeting Workshop 
Friday, April 6 : 3:00 p.m. - 4:30 p.m.
Presented By: Debt Management Credit Counseling
Do you need guidance creating a budget? This is the session for you. Learn the basic concepts necessary to create and maintain a budget.

Protecting Yourself and Your Loves Ones: Estate and Insurance Planning
Monday, April 9 : 3:00 p.m. - 4:30 p.m.
Presented By: Ernst & Young
This estate and insurance planning session is designed to assist you in understanding the importance of protecting yourself and your entire family.

Retiring from UCF
Wednesday, April 11 : 3:00 p.m. - 4:30 p.m.
Presented By: UCF HR Benefits Section
Our HR Benefits Section representatives will discuss the steps each employee should take when retiring from UCF.

Making the Most of Your Donations
April 16 : 3:00 p.m. - 4:30 p.m.
Presented By: Tee Rogers, UCF Admin & Finance
In this session we will learn to draft a donor budget that makes the difference you hope it will. We will explore how to identify and research charities that align with your passions and goals and talk about how to spot charities and causes that maximize the value of your contribution.

Florida Retirement System (FRS) Overview & DROP
Wednesday, April 18 : 3:00 p.m. - 4:30 p.m.
Presented By: Capital Insurance
Learn about your rights and benefits under the FRS, classes of membership, who makes contributions, creditable service, vesting, re-employment after retirement, and other options available to get maximum benefits when retiring under the FRS, including DROP.

Social Security and Medicare
Friday, April 20 : 3:00 p.m. - 4:30 p.m.
Presented By: Social Security Administration
Are you planning for retirement? Do you have questions about Social Security or Medicare? A Social Security representative will present information covering both Social Security and Medicare.

Planning for Financial Security: Your Retirement Plan at Work
Tuesday, April 24 : 3:00 p.m. - 4:30 p.m.
Presented By: VALIC
This session reviews your employer sponsored plan options along with the supplemental plans available. You will gain an understanding of your current retirement plan along with the many options that you have.

Money at Work: Foundations of Investing
Wednesday, April 25 : 3:00 p.m. - 4:30 p.m.
Presented By: TIAA
This session addresses topics associated with risk tolerance, asset classes and asset allocation. Also, we address topics associated with understanding Mutual Funds, Stocks and Annuities.

Fundamentals of Retirement Income Planning
Thursday, April 26 : 3:00 p.m. - 4:30 p.m.
Presented By: Fidelity
This session will help you learn why it is important to have a plan for generating income in retirement, factors to consider when transitioning your savings into retirement income and how to develop a retirement income plan.

Conquering Student Loan Debt & Public Service Loan Forgiveness Program
Monday, April 30 : 3:00 p.m. - 4:30 p.m.
Presented By: VALIC & UCF HR Benefits Section
In this session we will talk about strategies using a repayment plan that makes the most sense for you. If you are one of the tens of millions of Americans who could qualify for student loan forgiveness program, this session is for you!

Additional Offerings

Webinar: Investing Mistakes and How to Avoid Them 
Tuesday, April 10 : 12:00 p.m. - 1: 00 p.m.
Presented By: CAPTRUST Financial Advisors
In this presentation, CAPTRUST, the independent advisor to the UCF voluntary 403(b) plan, will discuss some of the more common mistakes and pitfalls regarding investing and some simple methods that can be used to stay on track.
Registration Link: https://goo.gl/gGXyBs

CAPTRUST Onsite Individual Meetings
Tuesday, April 24, Wednesday, April 25, Thursday, April 26
(By Appointment Only)
CAPTRUST Financial Advisors, the independent financial advisory firm that works on the University of Central Florida 403(b) retirement plan, will be onsite conducting individual advisory sessions. If you cannot attend an onsite meeting, the CAPTRUST Advice Desk is always available (800-967-9948 or www.captrustadvice.com).
Registration Link: https://goo.gl/oSJAtj

Registration information can be found here: https://hr.ucf.edu/financial-wellness-series.

For questions please contact benefits@ucf.edu.

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Public Service Loan Forgiveness Financial Wellness Series retirement investing Budgeting