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.
*** To access Skype, click on Join using Skype for Business Client or Lync client after clicking on Join Skype Meeting. Access webcasts via Internet Explorer (not Firefox, Chrome, or MS Edge. Contact your IT team to upgrade Silverlight, Flash, or other software if needed. ***
| 2018/2019 | Topics | Thrive Thursday Seminar | Financial Friday Seminar |
|---|---|---|---|
| July |
Saving For College with The Education Plan Participant Handout Your Feedback Needed |
July 19, 12:00 – 1:00 pm Main Campus: Business Center 1018 Join Skype Meeting Session Title: Saving For College With New Mexico’s 529 Plan Presenter: Mikaela Roos, The Education Plan |
July 20, 12:00 – 1:00 pm North Campus: Domenici/HSLIC Room 428 Join Webcast Session Title: Saving For College With New Mexico’s 529 Plan Presenter: Mikaela Roos, The Education Plan |
| August |
Income Tax Plan Participant Handout 1 Participant Handout 2 Your Feedback Needed |
August 30, 12:00 – 1:00 pm Main Campus: Business Center 1016 Join Skype Meeting Title: Income Tax Planning Workshop Leader: Edwin Fernandez, CPA/CFP and Voya Financial Advisor |
August 31, 12:00 – 1:00 pm North Campus: Domenici/HSLIC Room 428 Join Webcast Title: Income Tax Planning Workshop Leader: Edwin Fernandez, CPA/CFP and Voya Financial Advisor |
| September |
Halfway There – Retirement Checkup Your Feedback Needed |
September 27, 12:00 – 1:00 pm North Campus: Nursing and Pharmacy Room 257 Join Webcast Title: Halfway There – Retirement Checkup Workshop Leader: Julie Flores, TIAA Financial Consultant |
September 28, 12:00 – 1:00 pm Main Campus: Business Center Room 1016 Join Skype Meeting Title: Halfway There – Retirement Checkup Workshop Leader: Julie Flores, TIAA Financial Consultant |
| November |
Social Security - When and How to Claim It Participant Handout Your Feedback Needed |
November 15, 12:00 – 1:00 pm Main Campus: UNM Business Center Room 1016 Join Skype Meeting Title: Social Security -- When and How to Claim It Workshop Leaders: Nick Maly and Rose Ronquillo, Retirement Planners, Fidelity |
November 16, 12:00 – 1:00 pm North Campus: HSLIC Library Room 428 Join Webcast Title: Social Security -- When and How to Claim It Workshop Leaders: Nick Maly and Rose Ronquillo, Retirement Planners, Fidelity |
| February |
Financial Planning 101 Register Participant Handout 1 Participant Handout 2 Participant Handout 3 Participant Handout 4 Your Feedback Needed |
February 14, 12:00 – 1:00 pm Main Campus: UNM Business Center Room 1016 Join Skype Meeting Title: Financial Planning 101 Workshop Leaders: Mark Cherryhomes and Angelo Burns, Financial Advisors, VALIC |
February 15, 12:00 – 1:00 pm North Campus: HSLIC Library Room 428 Join Webcast Title: Mark Cherryhomes and Angelo Burns, Financial Advisors, VALIC |
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!
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.
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.
What is a financial plan and do you need one? Assess where you are currently with financial needs and goals. What should your plan look like now? Learn about tools to help explore different scenarios. Create an action plan to manage competing priorities now to have the lifestyle you envision down the road.
Questions? Call UNM Benefits at 505-277-MyHR (6947)
Social Security - When and How to Claim It (November 2018)
Dispel common myths about the financial health of the Social Security system. Learn how benefits are calculated and how timing impacts Social Security Income (SSI). Explore different ways to claim SSI, when to claim SSI, and how to estimate your benefits. Take away valuable retirement planning resources and tips to help create retirement on your terms!
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