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 2012
RETIRING? KNOW YOUR OPTIONS! (First Community Trust)
You face a dizzying array of options when it comes to paying for retirement. Do you know about and understand the various options and how to exercise them? Do you have questions about what path is right for you? This class will help you identify and choose a retirement path that works best for you. Instructors: Frances “Chip” Murray / Brian Sabel
Wednesday, 05/02/12: 12:00 p.m. - 1:00 p.m. - Westside Location
Wednesday, 05/02/12: 5:00 p.m. - 6:00 p.m. - Eastside Location
WOMEN FOCUS ON THE ROAD TO RETIREMENT (Liberty Brokerage Company)
Good news! People are living longer and healthier lives. Have you taken this in to consideration where your retirement savings is concerned? This class will help you map the road to your retirement.
Instructor: Roseann Ockenfels
Thursday, 05/03/12: 12:00 p.m. - 1:00 p.m. - Westside 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, 05/16/12: 12:00 p.m. - 1:00 p.m. - Eastside Location
RETIREMENT PLANNING – HAVE YOU ACHIEVED FINANCIAL INDEPENDENCE? (Mendota Financial Group)
By attending this class you will learn the steps in the retirement process and how to avoid common mistakes when planning for retirement. Instructor: Kurt Ahrens
Thursday, 05/17/12: 12:00 p.m. - 1:00 p.m. - Eastside Location
Thursday, 05/17/12: 5:00 p.m. - 6:00 p.m. - Westside Location
IS DIVERSIFICATION ENOUGH IN A VOLATILE MARKET? (Financial Concepts, LLC)
As the markets and economy continue to be in a flux, should you be doing anything with your investment portfolio? During volatile markets, taking a more active role in your investments can have a significant impact on the performance of your portfolio. Diversification is important but may not be enough during volatile markets. Join us as we discuss strategies to help you preserve your capital and take a more active role in your portfolio. Instructor: Marc Banks
Tuesday, 05/22/12: 12:00 p.m. - 1:00 p.m. - Westside Location
ROTH IRA CONVERSIONS 2012 (Raymond James Financial Services, Ins.)
New legislation allows many more individuals to convert old IRAs to Roth IRAs. This program will help you understand the differences between traditional IRAs and Roth IRAs and more importantly the tax implications of taking income from each. We will also discuss how to fund, how to take distributions, and how to convert to a Roth IRA. Instructor: Chad Andrews
Wednesday, 05/23/12: 12:00 p.m. - 1:00 p.m. - Eastside Location
Wednesday, 05/23/12: 5:00 p.m. - 6:00 p.m. - Westside Location
June 2012
PROTECT YOURSELF AGAINST IDENTITY THEFT (MidWestOne Investment Services)
Each year almost ten million Americans become victims of identity theft and this activity is costing individuals and businesses in the U.S. roughly $48 billion per year. Being aware of the problem and facing it head on can keep you ahead of identity thieves. This seminar provides information and ways to prevent identity theft and resources that can protect you from becoming a victim. Instructors: Kevin Mote / Dirk Ockerlander
Tuesday, 06/05/12: 12:00 p.m. - 1:00 p.m. - Eastside Location
BUILDING FINANCIAL FREEDOM FOR GAY AND LESBIAN EMPLOYEES (MetLife)
When it comes to planning in today’s financial world, there are many ifs in life— uncertainties that can derail your best-laid plans and opportunities that can lead to realizing your biggest goals. Members of the Lesbian, Gay, Bisexual and Transgender (LGBT) community face unique circumstances when it comes to planning for their financial future. That is why it is especially important to learn the facts and take proactive steps now to help protect against many of the uncertainties you face—so you can look to the years ahead with the confidence that comes with working toward being financially protected. Instructors: Jacque Mahoney / Earl Kavanaugh
Thursday, 06/07/12: 12:00 p.m. - 1:00 p.m. - Eastside Location
PLANNING FOR LONG TERM CARE (Raymond James Financial Services, Inc.)
Is long term care insurance included in your financial plan? This program will help you understand long term care and more importantly how to plan for it with long term care insurance. Typical nursing home care cost will be discussed as well as the role of Medicare and Medicaid in paying for long term care. Instructor: Chad Andrews
Wednesday, 06/13/12: 12:00 p.m. - 1:00 p.m. - Westside Location
Wednesday, 06/13/12: 5:00 p.m. - 6:00 p.m. - Eastside Location
RETIRING? KNOW YOUR OPTIONS (First Community Trust)
You face a dizzying array of options when it comes to paying for retirement. Do you know about and understand the various options and how to exercise them? Do you have questions about what path is right for you? This class will help you identify and choose a retirement path that works best for you. Instructors: Frances “Chip” Murray / Brian Sabel
Wednesday, 06/20/12: 12:00 p.m. - 1:00 p.m. - University Research Park
Wednesday, 06/20/12: 5:00 p.m. - 6:00 p.m. - Eastside 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.
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.