Financial Wellness Workshops

Current Workshops

• Upcoming Financial Workshops

  Posted in Newsletter on Jul 27, 2023 by HR

  

  Want to learn from the financial experts? Whether you are looking to improve your day-to-day financial skills, or you are a seasoned and savvy investor, these webinars offered by UNM Financial Consultants are for you.
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  Tags: FinancialWellnessWorkshop

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Virtual workshops are offered to employees on all campuses periodically throughout the year on Zoom, conveniently during the lunch hour.

Topics are designed to help faculty and staff improve upon healthy financial habits, overall financial literacy, investing and saving goals, proper financial insurance protection, and retirement income security.

Check our schedule throughout the year for more sessions. Common topics discussed include:

• Creating and Updating a Budget
• Estate Planning
• Financial Planning Principles
• Income Tax Planning
• Investing Basics
• Life Insurance
• Long-Term Care Insurance
• Managing Credit
• Managing Financial Risks
• Medicare
• Reducing Debt
• Retirement Planning
• Saving for College
• Social Security
• Student Loan Forgiveness Program
• Wills and Trusts
• and much more!

Did you attend one of our workshops?
We want to hear from you!

Complete our survey to provide your feedback and submit ideas on future presentation topics.