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. ***
| 2017/2018 | Topics | Thrive Thursday Seminar | Financial Friday Seminar |
|---|---|---|---|
| October |
Saving For Retirement Handout 1: 403b + 547b Handout 2: 403b Handout 3: 547b Your Feedback Needed |
October 19, 12:00 – 1:00 pm North Campus: Domenici/HSLIC Room 428 Join Webcast Session Title: Save More Now For A Comfortable Retirement Later Presenter: Mario Torres, Voya Financial Advisors |
October 20, 12:00 – 1:00 pm Main Campus: Business Center 1018 Join Skype Meeting Session Title: Save More Now For A Comfortable Retirement Later Presenter: Mario Torres, Voya Financial Advisors |
| November |
Life Insurance Handout 1: How Much Life Insurance? Handout 2: Review Your Plan Your Feedback Needed |
November 16, 12:00 – 1:00 pm North Campus: Domenici/HSLIC Room 428 Join Webcast Session Title: Life Insurance – What Kind and How Much For Financial Security? Presenter: Angelo Burns & Karen Schotter, Valic Financial Advisors |
November 17, 12:00 – 1:00 pm Main Campus: Business Center 1018 Join Skype Meeting Session Title: Life Insurance – What Kind and How Much For Financial Security? Presenter: Angelo Burns & Karen Schotter, Valic Financial Advisors |
| January |
Estate Planning Rescheduled - See March information below |
||
| February |
Tax Planning Participant Handout 1 Participant Handout 2 Your Feedback Needed |
February 22, 12:00 – 1:00 pm Main Campus: Business Center 1018 Join Skype Meeting Session Title: How Will the New Tax Rules and Rates Impact You? Presenter: CPA-PFS Edwin Fernandez, Voya/Legacy Financial Group |
February 23, 12:00 – 1:00 pm North Campus: HSLIC Library 428 Join Webcast Session Title: How Will the New Tax Rules and Rates Impact You? Presenter: CPA-PFS Edwin Fernandez, Voya/Legacy Financial Group |
| March |
Estate Planning Participant Handout Your Feedback Needed |
March 22, 12:00 – 1:00 pm Main Campus: Business Center 1018 Join Skype Meeting Session Title: Why Do You Need An Estate Plan? Presenter: Denise Lambert, Estate Attorney, TIAA |
March 23, 12:00 – 1:00 pm North Campus: Domenici/HSLIC Room 428 Join Webcast Session Title: Why Do You Need An Estate Plan? Presenter: Denise Lambert, Estate Attorney, TIAA |
| April |
Long Term Care Insurance Participant Handout Your Feedback Needed |
April 26, 12:00 – 1:00 pm Main Campus: Business Center 1018 Join Skype Meeting Session Title: Long Term Care Insurance – What Does It Cover? How Much Do I Need? Presenter: Angelo Burns and Karen Schotter, VALIC Financial Advisors |
April 27, 12:00 – 1:00 pm North Campus: Domenici/HSLIC Room 428 Join Webcast Session Title: Long Term Care Insurance – What Does It Cover? How Much Do I Need? Presenter: Angelo Burns and Karen Schotter, VALIC Financial Advisors |
| May |
Cash/Credit/Debt Management Participant Handout 1 Participant Handout 2 Your Feedback Needed |
May 24, 12:00 – 1:00 pm Main Campus: Business Center 1018 Join Skype Meeting Session Title: Build A Budget, Manage Your Debt, Improve Your Credit Presenter: Keith Hardy, Fidelity Investments |
May 25, 12:00 – 1:00 pm North Campus: Domenici/HSLIC Room TBD Join Webcast Session Title: Build A Budget, Manage Your Debt, Improve Your Credit Presenter: Keith Hardy, Fidelity Investments |
| June |
Investing Simplified Participant Handout Your Feedback Needed |
June 21, 12:00 – 1:00 pm Main Campus: Business Center 1018 Join Skype Meeting Session Title: Investing Simplified! Presenter: Antavius Greathouse, Financial Advisor, Voya |
June 22, 12:00 – 1:00 pm North Campus: Domenici/HSLIC Room 428 Join Webcast Session Title: Investing Simplified! Presenter: Antavius Greathouse, Financial Advisor, Voya |
| 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 Register 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 Click to Register 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 |
Depending on career moves, contributions to ERB or ARP may not be enough when you retire. Learn how contributions to UNM’s voluntary 403(b) and 457(b) retirement plans can help to ensure a comfortable retirement. Understand how these two voluntary plans work and the differences between them. See examples of the power of regular contributions and tax-deferred investing. Register above to reserve your spot.
Calculate how much life insurance you want to protect your loved ones, better understand term and permanent (cash value) insurance, see how your UNM life insurance benefits can be part of the solution, and decide on a plan that your budget can afford.
Learn how the new income tax laws and rates may impact your situation. Better understand your “top marginal tax bracket”. Review strategies to reduce your taxable income and lower your income taxes. Decide which actions to take now and in the future.
Learn more about wills, asset ownership, and beneficiary designations. Take away questions for your attorney to help create an effective estate plan. Become familiar with basic documents needed for your plan. Prepare for health care and financial decisions if you become incapacitated. Evaluate the potential for estate taxes and gain resources to help you take next steps.
Description Coming Soon.
Understand the three key concepts of investing: assets, risk, and time. Learn more about benefits of mutual funds and how to select them. Review strategies for minimizing or deferring income tax on investments. Maintain the right balance of assets to meet goals now and in future.
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.
Questions? Call UNM Benefits at 505-277-MyHR (6947)