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.

Money at Work 1:
Foundations of Investing

Covers what stocks, annuities, mutual funds, and IRA’s are and which ones best fit your needs. Assessing your risk and funding your risk tolerance will also be discussed as well short and and long term goal setting.

Money at Work 2:
Sharpening Your Investment Skills

Determine your investing personality and how it should impact the way you allocate your assets. Learn ways to help maximize savings potential. We will also discuss what else you should consider, such as taxes and inflation.

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 for anyone who owns property or other assets, and would like to learn more about managing and protecting these assets over time.  An overview of wills, trusts, power of attorney, and how they they work. The  essential documents needed for planning and how they may streamline legal procedures and lower expenses. 

Estate Planning
201

This session provides an overview of trusts, types of trusts, and how they are used including:

  • Stand alone retirement trusts
  • Revocable vs irrevocable trusts – why choose one over the other
  • Asset protection trusts – choosing which state’s laws you want to live by
  • Dynasty trusts – how a trust may benefit future generations
  • Off shore trusts – are they worth the extra entanglements

Hands on Retirement Planning with TIAA and Vanguard

Retirement planning tools and resources available to help you manage either your TIAA or Vanguard account. These are hands on workshops that allow you to leverage their online retirement and financial planning tools and manage your account, such as updating your beneficiary information and changing investments. The TIAA session will also highlight the unique features of their traditional annuity.

Plan to bring your laptop, tablet, or smartphone to so that you may log into your account.