For your convenience, a variety of recordings are available.  To view a recording, click on the link.

Financial Training


Financial Planning, Workplace Savings Seminars On Demand

  • State Employees' Pension Plan
    This workshop discusses age and service guidelines for state pension retirement, how to estimate your state pension,  and what steps to take when you are ready to apply for your state pension.  Topics also include benefits that are available to pensioners, the difference between a beneficiary and a survivor, and working after retirement.

Fidelity Investments   TIAA-CREF

Getting on the Right Path with Your Workplace Savings Plan
This workshop discusses the benefits of saving in a workplace savings plan and helps employees who are already contributing recognize and consider ways to increase their contribution amount.

Just Starting Out: New to TIAA-CREF or New to Investing
This workshop discusses the fundamentals needed to start investing. Topics include: setting financial goals, realizing tax advantages, reducing risk with diversification, allocating assets, and understanding expenses.

Designing a Financial Roadmap
This workshop is designed for employees who are maximizing their workplace plan and looking to address additional savings needs.

Investment Checkup
This workshop discusses how to address conflicting savings needs, invest appropriately, save more, and choose your investment mix.