The 2017 Financial Wellness Series (previously the Retirement and Investment Series) will be held on select dates between April 3, 2017 and April 27, 2017. Click here for a schedule and description of the workshops.

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? A live webcast link is available for each session. If you cannot attend the webcast at the scheduled time, the recorded version will be posted on the Financial Wellness Series website one day following the session unless otherwise noted.


4/3/17: Nearing Retirement in the Florida Retirement System (FRS)

4/4/17: Income Tax Planning – Smart Planning for Your Taxes

4/5/17: Upcoming 403(b) Enhancements Overview

4/6/17: Webinar – UCF 403(b) Changes Overview & Transition Assistance

4/7/17: Retiring From UCF

4/12/17: Social Security & Medicare

4/17/17: Budgeting Workshop

4/18/17: Understanding Credit Scores & Reports

4/24/17: Investing Basics