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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 Partnerships 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.
Presenter: Cherie Knight, ChFC
Bio: On the registration page
Title: Inside Money: Managing Income and Debt
Description: The talk will focus on the big picture of budgeting. You will learn the importance of cash flow — and how to use it, shift how you look at saving and spending along with growing a greater understanding of debt and how to manage it.
Register Now!
Presenter: Larisa Holiday, MBA
Bio: As a financial advisor, Larisa committed to working with individuals in helping them achieve their long-term goals. Planning for retirement can be a long-term process. Her goal is to build each person’s confidence about their future.
Title: Your Retirement Plan At Work
Description: Why planning for retirement early in your career is a very important step, different types of income in retirement, the difference in the retirement plans that are offered at UNM, their benefits, which one might be right for you, how to enroll into one of them, distributions from a retirement plan, and Retirement Pathfinder.
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Presenter: Arturo H. Lozoya III
Bio: Arturo H. Lozoya III is an Engagement Specialist at Nusenda Credit Union. Arturo’s 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.
Title: Protecting Tomorrow, Today - Just the Basics: Financial Capability
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.
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Presenter: Marissa Ortega
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.
Title: Five Money Musts
Description: Learn about basic money concepts to help you start your financial journey on the right foot.
Agenda:
In this workshop, we’re going to cover 5 money “musts:”
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Work-life schedules are busier than ever before. UNM’s trusted financial business partners provide a wide selection of educational webinars for every interest and stage of life. View upcoming sessions in English and Spanish with live presenters as well as replays and recorded presentations designed to be available when you have time to fit them in:
Stay up to date on the latest advice and recommendations related to the topics that interest you most.
There are many online tools and apps today to help you better manage your money. These tools and calculators can assist you in achieving your financial wellness goals.
