The Division of Human Resources, in partnership with financial services representatives serving UNM, offers workshops to help employees improve their financial wellness! The upcoming seminars will occur monthly on Main and North campus in Albuquerque, and will also be available via Skype Meeting and webcast for UNM faculty, staff, retirees, and family members on every campus. The sessions are not available to students.
Thursday sessions are typically held in the UNM Business Center on Main Campus, and Friday sessions are the next day at HSLIC Library or Domenici on North Campus. Virtual access to employees’ desktops, laptops, smart phones and tablets is available from any location with wi-fi.
Sessions are from 12:00 – 1:00 pm. Participants may register to attend in person or virtually. Topics are designed to help you establish or improve upon healthy financial habits, overall financial literacy, investing and saving goals, and retirement income security. Lunch is sometimes provided, but brown bags are welcome at all times.
Stay tuned for more financial education events, tips, tools, and resources coming soon!
Sessions are on a first come, first served basis. Registration is required.
Saving For College With New Mexico’s 529 Plan (July 2018)
Learn about benefits and rewards of saving & investing this way. Start a plan for beneficiaries with as little as $25 through UNM Payroll deductions. Anyone can add funds to the plan!
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Income Tax Planning (Augst 2018)
Review key Federal and State tax law changes for 2018. Better understand tax breaks that may apply to your situation. Gain resources to help you determine if you need to make changes now in your withholding or planning strategy.
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Halfway There – Retirement Checkup (September 2018)
Don’t let retirement sneak up on you. Be ready for it! UNM Benefits and TIAA Consultants Julie Flores and Kevin Collins will help you assess where you are on the path to reaching your financial goals and show you strategies to get back on track if you’re behind. Discover how much you need to save, review different investment options, and learn ways to manage competing priorities to pursue the life you envision. To register or attend virtually click on the link(s) above.
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