The 2018 Financial Wellness Series (previously the Retirement and Investment Series) will be held on select dates between April 2, 2018 and April 30, 2018. Click here for a schedule and description of the workshops.

*Click here for a printable brochure.


All sessions (unless otherwise noted on the agenda) will take place in the Human Resources Training Room located at:
3280 Progress Drive Suite 100
Orlando, FL 32826


The workshops are available for enrollment via myUCF ( If you need help with how to register for a session, click here for registration instructions.


Not able to attend in person? All sessions will be live cast at the same date/time that the session is held. You can view the live cast by clicking here.

*Best viewed in Internet Explorer. If using for the first time, Adobe Connect application may need to be installed.

Course Materials

Electronic course materials will be added after each session. 

Monday, April 2: Investing Basics

Tuesday, April 3: Nearing Retirement in the FRS

Friday, April 6: Budgeting Workshop

Monday, April 9: Protecting Yourself and Your Loved Ones – Estate & Insurance Planning

Wednesday, April 11: Retiring From UCF

Monday, April 16: Making the Most of Your Donations

Wednesday, April 18: Florida Retirement System (FRS) Overview 

Friday, April 20: Social Security & Medicare

Tuesday, April 24: Planning for Financial Security – Your Retirement Plan at Work (VALIC)

Wednesday, April 25: Money at Work – Foundations of Investing (TIAA)

Thursday, April 26: Fundamentals of Retirement Income Planning (Fidelity)

Monday, April 30: Conquering Student Loan Debt