Financial Planning for Retirement: Workshop Series

Series Type: 
Workshop Series

Are you ready to retire?  This series will help you to calculate your retirement needs and show you the tools to achieve and maintain your retirement goals.

Please note:  SERS the ORP & GIC retiree benefits will not be covered in this workshop.

    Workshops in this series:

  1. Budget Basics

    Start Date: 
    Wed, February 27, 2013
    End Date: 
    Wed, February 27, 2013
    Time: 
    Noon - 1pm
    Location: 
    Campus Center
    Room: 
    803
    Available To: 
    UMass faculty, staff and the public
    Related Series: 
    Financial Planning for Retirement: Workshop Series
    Instructor: 
    Benjamin Chayes
    Category: 
    Personal Wellness & Effectiveness
    Description:

    Why everyone needs to budget, the steps to budgeting, and using a budget for future planning.

    This is part 1 of the FINANCIAL PLANNING FOR RETIREMENT series.

    Please note:  SERS, the ORP & GIC retiree benefits will not be covered in this workshop

        

         

  2. Fundamentals of Investing

    Start Date: 
    Wed, March 13, 2013
    End Date: 
    Wed, March 13, 2013
    Time: 
    Noon - 1pm
    Location: 
    Campus Center
    Room: 
    803
    Available To: 
    UMass faculty and staff
    Related Series: 
    Financial Planning for Retirement: Workshop Series
    Instructor: 
    Benjamin Chayes
    Category: 
    Personal Wellness & Effectiveness
    Description:

    Understanding the market’s impact on you, creating a long-term plan, how to assemble an investment portfolio, weighing risk vs. return, how to allocate and diversify investments and keeping your investment strategy on course.

    This is Part 2 of the FINANCIAL PLANNING FOR RETIREMENT series.

    Please note:  SERS, the ORP & GIC retiree benefits will not be covered in this workshop

  3. Retirement Decisions

    Start Date: 
    Wed, March 20, 2013
    End Date: 
    Wed, March 20, 2013
    Time: 
    Noon - 1pm
    Location: 
    Campus Center
    Room: 
    803
    Available To: 
    UMass faculty and staff
    Related Series: 
    Financial Planning for Retirement: Workshop Series
    Instructor: 
    Benjamin Chayes
    Category: 
    Personal Wellness & Effectiveness
    Description:

    Phases to retirement, calculating your needs, some proven strategies for retirement planning and managing your retirement assets.

    This is Part 3 of the FINANCIAL PLANNING FOR RETIREMENT series.Please note:  SERS, the ORP & GIC retiree benefits will not be covered in this workshop