Benefits & 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.
May 6, 12:00 p.m. - 1:00 p.m.
Presenter: Bradlee Berk
TIAA will be sharing views from their Wealth Chief Investment office on the following:
Bradlee Berk is a Sr. Director within the TIAA Wealth Management division at TIAA (tiaa.org), a financial services organization and leading provider of asset management and retirement services for the academic, research, medical and cultural fields.
In this role, she is responsible for leading a team of advisors within the states of Arizona, Nevada, and New Mexico, who meet with individual clients one-on-one, providing personalized advice and holistic financial wellness planning. Bradlee also has compliance oversight and is the principal for advisors' recommendations. She leads their team to execute on strategic business plans to meet customer needs and achieve business goals.
March 11, 12:00 p.m. - 1:00 p.m.
Presenter: Marissa Ortega
Explore the different tax-advantaged ways you can contribute to your workplace savings plan, including pretax and Roth contributions.
January 28, 12:00 p.m. - 1:00 p.m.
Presenter: Ashley Gomez-Herrera
Learn important principles to prepare for your dream retirement. Topics will include:
