No matter where you are in life’s journey or your career, UNM is committed to providing you with educational resources to help you learn, achieve goals, and improve your financial situation. UNM’s voluntary 403b and 457b retirement plan investment providers partner with UNM to bring the latest information and tools to one location for your convenience.
Employee Wellness collaborates with our financial partners to offer educational workshops to assist you in various areas of your UNM career lifecycle. From saving a portion of your very first paycheck to planning for retirement, the topics will provide insight and information to better assist you in planning for your financial future. Be sure to register for any or all of the workshops offered this year.
Protecting Tomorrow, Today - Just the Basics: Financial Capability
Nusenda - August 10, 11:00 a.m. - Noon
Presenter: Arturo H. Lozoya III
Description: When we hear the word finances, we often think about retirement and investments but with this presentation we are thinking about how we are spending right now and how building healthy spending habits can impact those future decisions. Topics that will be covered in this presentation include: Budgeting, Savings & Needs vs. Wants, Credit & Debt and Alternative Financial Services.
Bio: Arturo H. Lozoya III is an Engagement Specialist at Nusenda Credit Union. Arturo specializes in entrepreneurship and financial literacy. Arturo graduated from The University of New Mexico with his BBA in Entrepreneurship. He also serves as the President for the UNM Young Alumni Board. With a love for community and entrepreneurship, he hopes to continue building relationships/partnerships to keep shining a bright light on Albuquerque and all the things that make the city special.
Five Money Musts
Fidelity - November 7, 11 a.m. - Noon
Presenter: Marissa Ortega
Description: Learn about basic money concepts to help you start your financial journey on the right foot. In this workshop, we’re going to cover five money musts:
Bio: Marissa Ortega, a Fidelity Workplace Financial Consultant, has more than five years with the company. She was previously a financial representative for Fidelity’s Albuquerque Investor Center. Ms. Ortega provides onsite educational workshops and individual consultations for Fidelity 403(b) clients and their employees to help them understand their retirement and investment needs. She is a registered securities representative and an investment advisor representative.