Financial Planning

The Office of Faculty Affairs hosts Financial Planning sessions that focus on goal setting, foundations of investing, supplemental retirement planning, long term care planning, as well as what to expect from Social Security and Medicare. Click the links below to learn more about these offerings.

Preparing for Retirement and
Creating Your Retirement Paycheck

University policies and procedures regarding retirement; implementation of the retirement process; and strategies for earning and creating your retirement paycheck.

Estate Planning 101

This session is appropriate for anyone who owns property or other assets, and would like to learn more about managing and protecting these assets over time.  

Strategies for navigating the financial uncertainties experienced as a result of the COVID-19 crisis.  Sessions are facilitated by a certified financial planner as well as an attorney at law specializing in elder law, trusts, wills and living wills.