Workplace Learning & Development

Promoting Employee and Organizational Growth and Development
(413) 545-1787

Fundamentals of Investing

Available To: 
UMass faculty and staff

Are you ready to retire?  This workshop, which is part of a three part Finanical Planning for Retirement series, covers 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.  The other workshops in this series are Budget Basics and Retirement Decisions.  Participants will need to sign up for each workshop separately. 

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

Personal Wellness & Effectiveness