Investment Basics and the Benefits of Investing

Investing and planning for your future is no easy task. At times it can seem overwhelming. Learning the basics can help you move forward and can make the process a little easier. Come and hear about the benefits of saving in the workplace, the importance of creating a budget, habits of successful investors, and realizing tax advantages.

Session 1: Mon, Oct 17, 2011, 9:00 am to 10:30 am
Session 2: Thu, Oct 20, 2011, 9:30 am to 11:00 am

 

My Investment Strategy. Am I Saving Enough and Should I Save More?

A high performing portfolio is every investors dream. This seminar will help you to better understand how to develop an appropriate investment strategy and what to consider when you're looking to change your investment mix.

Session 1: Wed, Oct 19, 2011, 12:00 pm to 1:30 pm

 

Understanding My Delaware State Employees' Pension Plan

Come and obtain a better understanding of how the Delaware State Employees' Pension Plan works. Learn about age and service guidelines for retirement, how to accrue and earn a pension, and how the employer match works.

Session 1: Tue, Oct 18, 2011, 3:00 pm to 4:30 pm
Session 2: Fri, Oct 21, 2011, 12:00 pm to 1:30 pm

 

Growing Financially Strong With Smart Investing

Smart investment is the way to grow financially strong over time. Addressing additional saving needs if your are maximizing your workplace retirement plan and minimizing taxes to maximize savings will be discussed in this session.

Session 1: Tue, Oct 18, 2011, 11:00 am to 12:30 pm
Session 2: Wed, Oct 19, 2011, 2:30 pm to 4:00 pm

 

Participant Online Tool & Services

The market will always change, so today's investor will need to continue to learn and adapt. Come and gain more insight on how the Fidelity & TIAA-CREF online site and services can be a valuable resource to your savings and planning.

Session 1: Tue, Oct 18, 2011, 9:30 am to 11:00 am

 

Your Investment Strategy & Asset Allocation

No one can always accurately predict all the ups and downs of a volatile market. Come and learn how to be better equipped when saving during a volatile market. The principals of asset allocation & diversification and managing the current volatility in the financial services sector will be discussed in detail.

Session 1: Thu, Oct 20, 2011, 11:00 am to 12:30 pm
Session 2: Fri, Oct 21, 2011, 9:00 am to 10:30 am
                   

 

Your Retirement Income Plan - Session 1

When retirement is approaching, you have to consider how your life and finances will be affected. The plans you make today will prepare you for tomorrow. This session will discuss the importance of building an income plan and identifying income gaps when retirement is on the horizon.

Session 1: Mon, Oct 17, 2011, 10:30 am to 12:00 pm

 

Your Retirement Income Plan - Session 2

This is the second installment of the Retirement Income Planning Series. This session will discuss the importance of building an income plan and identifying income gaps when retirement is on the horizon. This session will be of interest to individuals who would like to learn why investment growth is still a must in retirement, common income strategies, and the basics of Required Minimum Distributions.

Session 1: Wed, Oct 19, 2011, 10:30 am to 12:00 pm

 

Your Retirement Income Plan - Session 3

This is the third installment of the Retirement Income Planning series. This session will discuss the importance of building an income plan and identifying income gaps when retirement is on the horizon. This session will interest individuals who would like to learn more about the financial risks that retirees are likely to face, the distribution options that are available, and determining which income options best suit their needs based on their vision of retirement. This session is also designed for employees interested in learning more about estate planning and preserving their assets.

Session 1: Fri, Oct 21, 2011, 10:30 am to 12:00 pm

 

University of Delaware Retiree Benefits

Come and gain a better understanding of what benefits will be available to you during retirement. Health insurance, lump sum payouts, and dental insurance will be some of the topics discussed.

Session 1: Thu, Oct 20, 2011, 3:00 pm to 4:30 pm
Session 2: Fri, Oct 21, 2011, 2:30 pm to 4:00 pm

 

529 College Savings Plan (Visit Benefits for more information)

Come and learn how the 529 College Savings Plan can assist you in putting money away for a loved ones education. Federal tax benefits, investment options, and contribution limits are some of the topics that will be touched upon.

Session 1: Tue, Oct 18, 2011, 1:30 pm to 3:00 pm

 

The Importance of Making the Most of Your Savings For Tomorrow

This session discusses the importance of planning early for retirement and also emphasizes the importance of maximizing retirement plan contributions. This session will also emphasize how a sound understanding of asset allocation principles can play a significant role in the attainment of your individual retirement objectives. This session may also be of interest for those looking to learn how to manage debt and create a budget to identify available dollars that can be applied to retirement savings.

Session 1: Mon, Oct 17, 2011, 12:00 pm to 1:30 pm

 

The IRA Education Workshop

A lot of people mistakenly think an Individual Retirement Account (IRA) itself is an investment - but it's just the basket in which you keep stocks, bonds, mutual funds, and other assets. Unlike 403(b)s, which are accounts provided through the University, the most common types of IRAs are accounts that participants open on their own. The IRA Education Workshop will be of interest to individuals who would like to obtain a better understanding of IRAs. The session will also help the audience in determining the right IRA, deciding between different IRA investment options, and how Roth IRA conversions work.

Session 1: Mon, Oct 17, 2011, 2:30 pm to 4:00 pm

 

What to Do With My Workplace Savings?

If retirement is in your near future, there are some things that you should think about before taking the plunge. This course will be of interest to individuals who need assistance in identifying savings gaps that may impact their retirement goals. Choosing different income options based upon individual needs will also be touched upon. This session will also be of interest to individuals who would like to learn about issues to take into consideration when leaving their employer and the advantages and disadvantages of different distribution options.

Session 1: Wed, Oct 19, 2011, 9:00 am to 10:30 am
Session 2: Thu, Oct 20, 2011, 1:30 pm to 3:00 pm

  • Human Resources  •  413 Academy Street  •  Newark, DE 19716  •  USA  •  302.831.2171