Financial Education Classes
In addition to offering excellent retirement options for its employees, The University of Iowa is pleased to sponsor financial education classes. The University Benefits Office and UI Learning & Development offer the opportunity to attend any of the financial classes listed below. The content of these classes is provided by the organization listed.
MAY
A NEW LOOK ON LIFE INSURANCE (MetLife)
Life insurance is a great way to protect your family if you die. But did you know it can also provide access to money you can use, if you need it, while you are alive? The reality is – life insurance can be an asset for you. Instructor: Mike Corbin
Tuesday, 5/07/13: 12:00 p.m. - 1:00 p.m. - Eastside Location
RETIREMENT GPS (Securian Advisors, MidAmerica, Inc.)
What does retirement mean to you? Retirement is a unique journey for each of us. Learn how you can confidently move ahead with your plans knowing that there may be financial obstacles in retirement. Instructor: Donald Homan
Wednesday, 5/08/13: 12:00 p.m. - 1:00 p.m. - Westside Location
Wednesday, 5/08/13: 5:00 p.m. - 6:00 p.m. - Eastside Location
UNLOCKING SOCIAL SECURITY (Transamerica Financial Advisors)
As more and more baby boomers enter retirement, social security will be an important part of how income is generated during retirement. This presentation is designed to educate people on maximizing their social security benefits. Instructor: Yu Yu
Thursday, 5/09/13: 12:00 p.m. - 1:00 p.m. - Eastside Location
Thursday, 5/09/13: 5:00 p.m. - 6:00 p.m. - Westside Location
INVESTMENT BASICS (Raymond James Financial Services, Inc.)
Take control of your finances and learn the basics of investing. Topics include setting financial goals and assessing risk tolerance and reviewing investments such as cash, bonds, stocks, and mutual funds. You will learn the importance of dollar cost averaging and how to select an appropriate asset allocation model. Instructor: Chad Andrews
Wednesday, 5/15/13: 12:00 p.m. - 1:00 p.m. - Eastside Location
Wednesday, 5/15/13: 5:00 p.m. - 6:00 p.m. - Westside Location
RETIREMENT: HAVE YOU THOUGHT OF EVERYTHING? (Guaranty Investment Services)
As retirement nears 10 -15 years down the road, you may start thinking more about how to organize your investments for retirement income. Join us as we discuss: how investing for retirement income is different than investing in anticipation of retirement, risks to keep in mind and prepare for as you approach and enter retirement, and important guidelines in generating income during retirement. Instructor: Marc Banks
Tuesday, 5/21/13: 12:00 p.m. - 1:00 p.m. - Westside Location
June
ESTATE PLANNING: DON’T LET SOMEONE ELSE DECIDE WHO GETS WHAT (Mendota Financial)
Don’t leave your loved ones in a state of confusion or uncertainty should you become incapacitated or unable to care for yourself. This informative and timely estate planning program will address issues such as healthcare decisions, estate taxes and gifting, and carrying out your wishes. Instructor: Kurt Ahrens
Tuesday, 6/04/13: 12:00 p.m. - 1:00 p.m. - Eastside Location
Tuesday, 6/04/13: 5:00 p.m. - 6:00 p.m. - Westside Location
STRATEGIES FOR SUSTAINABLE INCOME IN RETIREMENT (MidWestOne Investment Services)
As baby boomers move toward retirement, they face new challenges from rising healthcare costs to sustaining assets in retirement. This presentation discusses strategies to help you fund a successful retirement, including asset allocation and risk management. Instructors: Kevin Mote/Dirk Ockerlander
Tuesday, 6/11/13: 12:00 p.m. - 1:00 p.m. - Eastside Location
UNDERSTANDING SOCIAL SECURITY (MetLife)
Think about it – if you could create the ideal retirement plan, what would it look like? Would it provide you with guaranteed income for the rest of your life? Would it adjust that income for inflation and involve no investment risk on your part? Social Security does all this and more. You will leave this class with an understanding of how your benefits are calculated and how much you can expect to receive. Instructor: Randy Schuhow
Wednesday, 6/12/13: 12:00 p.m. - 1:00 p.m. - Eastside Location
RETIREMENT OPTIONS BEFORE AND AFTER YOU RETIRE (First Community Trust)
Navigating your retirement through turbulent waters requires the ability to dream, to design, and to develop. You need to dream about the types of activities you want in retirement. Next, design the blueprint to achieve your goals. Finally, develop a plan of action to make your goals a reality. This seminar will help you create your plan and help you make your dreams come true. Instructors: Francis “Chip” Murray/Brian Sabel
Wednesday, 6/19/13: 12:00 p.m. - 1:00 p.m. - Westside Location
Wednesday, 6/19/13: 5:00 p.m. - 6:00 p.m. - Eastside Location
AN OVERVIEW OF WILLS, TRUSTS ,AND MORE (First Community Trust)
Estate planning, will review, and living trusts are all topics that we put off until tomorrow. Why? Because we don’t think we have the time today! Estate planning isn’t that difficult when you are properly informed. This enlightening and entertaining seminar will give you timely ideas and ultimately the peace of mind many are seeking. Instructors: Francis “Chip” Murray/Brian Sabel
Thursday, 6/20/13: 12:00 p.m. - 1:00 p.m. - Eastside Location
Thursday, 6/20/13: 5:00 p.m. - 6:00 p.m. - Westside Location
ADDITIONAL INFORMATION
When worrying about money is a large part of your day or night, consider a free consultation to get professional assistance. To begin the process, contact Faculty & Staff Services at 335-2085 to schedule an appointment.
TIAA-CREF provides free financial counseling to UI staff. If you would like to schedule an appointment to discuss your TIAA-CREF portfolio with a representative from the TIAA-CREF Coralville Office, call 319-356-8000, or you may find additional information at http://tiaa-cref.org and http://espanol.tiaa-cref.org.
To Register: Register for courses online by logging on to The University of Iowa Employee Self-Service page at http://hris.uiowa.edu. Courses are listed under Learning and Development, My Training, go to View Available Courses or search for a specific class. You can access a printable registration form from the University Benefits Office website at www.uiowa.edu/hr/benefits/index.html. Registrations will be confirmed six days prior to the class. If you have questions regarding online registration, or, if you would like a monthly announcement of upcoming UI Learning & Development classes, e-mail dorian-walker@uiowa.edu.