The 2019 Financial Wellness Series will be held on select dates between April 1, 2019 and April 30, 2019.

Click here for a printable brochure, which includes the full schedule and description of the workshops.

*Click here for a printable flyer.


Location

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
http://map.ucf.edu/locations/8112/innovative-center-ic/


Registration

The workshops are available for enrollment via myUCF (https://my.ucf.edu/). If you need help with how to register for a session, click here for registration instructions.


Live Cast

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 1: Budgeting & Money Management
Presented by Debt Management Credit Counseling (DMCC)

Presentation and Handout

Tuesday, April 2: General Homebuyers Education
Presented by Debt Management Credit Counseling (DMCC)

Presentation and Handout

Wednesday, April 3: UCF Long Term Disability Benefit
Presented by The Gabor Agency

Presentation and Enrollment Packet

Thursday, April 4: Helping Millennials Plan for a Brighter Tomorrow
Presented by VALIC

Presentation

Friday, April 5: Conquering Student Loan Debt
Presented by VALIC

Presentation and Handout

Monday, April 8: Social Security & Medicare
Presented by Social Security Administration 

Handout 1 and Handout 2

Tuesday, April 9: Maximizing Social Security in Your Retirement Strategy
Presented by Fidelity

Presentation and Handout

Wednesday, April 10: Saving in a ROTH
Presented by Fidelity

Presentation and Handout

Monday, April 15: Investing Basics
Presented by Paul Gregg (Assistant Chair, UCF Department of Finance)

Presentation and Handout

Tuesday, April 16: Inside Money – Managing Income & Debt
Presented by TIAA

Presentation and Handout

Wednesday, April 17: Money at Work – Foundations of Investing
Presented by TIAA

Presentation and Handout

Friday, April 19: Retiring From UCF
Presented by UCF Human Resources Benefits Section

Presentation

Monday, April 22: Personal Finance Seminar (Webinar)
Presented by CAPTRUST Financial Advisors

Watch the Presentation

Wednesday, April 24 through Thursday, April 25: Onsite Individual Meetings (By Appointment Only)
Conducted by CAPTRUST Financial Advisors

Friday, April 26: Investing Mistakes & How to Avoid Them (Webinar)
Presented by CAPTRUST Financial Advisors

Watch the Presentation

Monday, April 29: Nearing Retirement in the FRS 
Presented by Florida Retirement System

Presentation

Tuesday, April 30: Investment Planning
Presented by Florida Retirement System

Presentation