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Human Resources - Room 339, Lone Mountain Main
Human Resources - Room 339, Lone Mountain Main
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Wednesday, March 11

Personal Finance Education Series

As part of our commitment to supporting faculty and staff in achieving their financial goals, Human Resources in conjunction with our benefits providers TIAA-CREF and CONCERN, is proud to host a personal finance education series entitled "What's your plan: Taking control of your personal finances" between April 17 and June 18, 2013. All Faculty and Staff are welcome to attend. You could even win an iPad!

What's your plan: Taking control of your personal finances

The series is comprised of three sessions:

Personal Budgeting: Managing your income and debt 

Wednesday, Apr 17, 11:30am-12:45pm, McLaren Complex 251| More information | Download Personal Budgeting Session Notes

Home Buying Strategies made easy 

Wednesday, May 22, 11:30am-12:30pm, Cowell 106 | More informationHome Buying Session Notes | Download List of Useful Websites

Estate Planning, Wills and Trusts 

Tuesday, June 18, 11:30am-12:30pm, Cowell 106 | More informationRegister now

Congratulations to our iPad winners! 

Congratulations to Christopher Shane (Athletics), Genevieve Martinez O'Gara (School of Management) and Wilson Lee (Academic and Enrollment Services) who participated in TIAA-CREF's confidential online Financial IQ quiz, increased their personal finance knowledge, and won an iPad in the process! Well done.

Session details


Personal Budgeting: Managing your income and debt 

At this session you will:

  • Learn the importance of cash flow – and how to use it
  • Change how you look at saving and spending
  • Identify good and bad debt – and ways to help manage it
Details
  • Wednesday, April 17
  • 11:30am-12:30pm
  • Room: McLaren Complex 251
  • Feel free to bring your lunch

Home Buying Strategies Made Easy

You may think home ownership is out of reach, but with the tips and strategies provided at this session you could well be on your way to becoming a home owner. 

 At this session we will cover:

  • Is home ownership right for you?
  • How much can you afford?
  • Today’s creative loan programs
  • Understanding fees and closing costs
Details
  • Wednesday, May 22
  • Time: 11:30am-12:30pm
  • Room: Cowell 106
  • Feel free to bring your lunch

Estate Planning, Wills and Trusts 

At this session you will:
  • Hear why estate planning is important
  • Identify assets to consider for estate planning
  • Understand key estate planning tools (wills and trusts) and the differences between them
  • Learn the process of estate planning
  • Develop strategies for talking with older relatives and other family members about estate planning
Details
  • Tuesday, June 18
  • Time: 11:30am-12:30pm
  • Room: Cowell 106
  • Feel free to bring your lunch
  • REGISTER NOW