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UCF employees receive discounts from an elite collection of local and national hotels, car rentals, florists, theme parks, national attractions, movie theaters, restaurants, retailers, concerts & more through Abenity. Discounts are online, over the phone, in-store or through printable and mobile coupons. Visit https://ucf.abenity.com for more information. The UCF employee assistance program (EAP) provided by Health Advocate has various services available to employees including financial resources. Through our EAP employees have access to estate planning and paying for college webinars; car loan, mortgage, and debt relief calculators; budgeting, wills, and tax forms; and telephone consultations with financial and legal specialist. This benefit is not available to OPS employees. For more information call 877-240-6863 or visit https://hr.ucf.edu/employeediscountsassistance/. All UCF students, faculty, and staff employees with a valid UCF ID card have access to discounted tickets for theme parks, movie tickets, dinner/theater shows & more at the SGA Ticket Center located in the Student Union on Main Campus. Quantities are limited. For more information visit https://ticketcenter.sdes.ucf.edu/current-prices. UCF has partnered with Southwest Airlines to offer travelers negotiated rates and bonus points on Southwest fares. This benefit can be used for personal and business travels when booked through Concur. For more information contact the travel team at [email protected]. TPC offers academic discounts on hardware and software. As an Apple Authorized Retailer, the TPC offers student, faculty, and staff discounts on Apple Hardware ranging between $50 - $200. The TPC also offers faculty and staff Microsoft Office for $15 as well as education discounts on Dell and Microsoft products. Call 407-823-5603 or contact [email protected] for more information. OTHER WAYS TO SAVE $ CONTACT US SGA Ticket Center Technology Product Center LOCATION HOW TO REGISTER LIVE CAST SESSIONS IN PERSON SESSIONS
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2020 Financial Wellness Series Brochure...Personal Finance class. Presented by Paul Gregg, Assistant Chair, Finance Executive in Residence. T u es day , Apr i l 1 4 : I n v es t i

Jul 28, 2020

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Page 1: 2020 Financial Wellness Series Brochure...Personal Finance class. Presented by Paul Gregg, Assistant Chair, Finance Executive in Residence. T u es day , Apr i l 1 4 : I n v es t i

UCF employees receive discounts from an elite collection oflocal and national hotels, car rentals, florists, theme parks,national attractions, movie theaters, restaurants, retailers,concerts & more through Abenity. Discounts are online, overthe phone, in-store or through printable and mobile coupons.Visit https://ucf.abenity.com for more information. The UCF employee assistance program (EAP) provided byHealth Advocate has various services available to employeesincluding financial resources. Through our EAP employeeshave access to estate planning and paying for collegewebinars; car loan, mortgage, and debt relief calculators;budgeting, wills, and tax forms; and telephone consultationswith financial and legal specialist. This benefit is not available toOPS employees. For more information call 877-240-6863 orvisit https://hr.ucf.edu/employeediscountsassistance/. All UCF students, faculty, and staff employees with a valid UCFID card have access to discounted tickets for theme parks,movie tickets, dinner/theater shows & more at the SGA TicketCenter located in the Student Union on Main Campus.Quantities are limited. For more information visithttps://ticketcenter.sdes.ucf.edu/current-prices. UCF has partnered with Southwest Airlines to offer travelersnegotiated rates and bonus points on Southwest fares. Thisbenefit can be used for personal and business travels whenbooked through Concur. For more information contact thetravel team at [email protected]. TPC offers academic discounts on hardware and software. Asan Apple Authorized Retailer, the TPC offers student, faculty,and staff discounts on Apple Hardware ranging between $50 -$200. The TPC also offers faculty and staff Microsoft Office for$15 as well as education discounts on Dell and Microsoftproducts. Call 407-823-5603 or contact [email protected] for moreinformation.

Online at https://my.ucf.edu > Employee Self

Service > Learning & Development > Request

Training Enrollment > Choose one of 4 search

methods to complete enrollment. Check

course descriptions for code and session

number.

No need to register. View at

http://ucf.adobeconnect.com/

financial_wellness_series

[email protected]

https://hr.ucf.edu/financial-wellness-series/

407.823.2771

OTHER WAYS TO SAVE $ FinancialWellness Series

CONTACT US

SGA Ticket Center

Technology Product Center

With the exception of the CAPTRUST webinars,

all sessions are 3:00 to 4:30 pm at UCF Human

Resources office in Research Park:

3280 Progress Drive, Suite 100

Orlando, FL 32826

CF Shuttle Bus Route 9

Overflow parking at University Tower's lot

LOCATION

HOW TO REGISTER

LIVE CAST SESSIONS

IN PERSON SESSIONS

Page 2: 2020 Financial Wellness Series Brochure...Personal Finance class. Presented by Paul Gregg, Assistant Chair, Finance Executive in Residence. T u es day , Apr i l 1 4 : I n v es t i

Financial Webinars

Captrust Individual Meetings

Wednesday, April 1: Millennials - FinanciallyIndependence Retire Early (FIRE)

Course RET37; Session 0002Addresses the financial challenges faced by this generation.Provides strategies and resources available to help plan for amore financially secure future. Presented by AIG.

Course RET43; Session 0001With a solid career and a strong financial foundation, it’s not taboo tostart discussing retirement—but is the plan working? Give yourretirement savings a checkup and learn steps to help you get backon track if you’re behind. Presented by TIAA.

Thursday, April 16: Halfway There

A CAPTRUST Financial Advisor will be onsite conducting individualone-on-one sessions with employees on April 22. Register viahttps://bit.ly/3cacBLn CAPTRUST’s retirement counselors are available to provide you withindividual, unbiased investment advice, and assist you with yourretirement plan investment decisions. This service is available to youall year at no additional cost as a part of your retirement benefitspackage. Call 800-967-9948 or www.captrustadvice.com foradditional information.

Wednesday, April 22 | By appointment only

All Sessions & Webinars will be from 3:00 pm to 4:30 pm

Course RET47; Session 0001 Setting priorities and goals are essential for living well financially,Learn how to navigate the challenges that may arise as you strive toreach your short- and long-term financial goals. Presented by Fidelity.

Thursday, April 30: Identify & Your Prioritize SavingsGoalsCourse RET03; Session 0006

Paul Gregg will share with you some of the same information heteaches students about retirement and investing strategies in hisPersonal Finance class. Presented by Paul Gregg, Assistant Chair,Finance Executive in Residence.

Tuesday, April 14: Investing Basics

Course RET48; Session 0001 Thinking or planning for retirement from the FRS Investment orSUSORP? This session is a guide to understanding retirement,insurance continuation as a retiree and the leave payout process.Presented by HR Benefits.

Thursday, April 2: Retiring from UCF - FRS Investment & SUSORP Plan Members

Course RET05; Session 0006Do you have questions about Social Security or Medicare? Ask aSocial Security representative in person during this informativesession about both topics. Presented by Social SecurityAdministration.

Monday, April 6: Social Security & Medicare

Course RET26; Session 0002 You will learn about the more common deductions and creditsavailable to taxpayers, how much to have withheld from yourpaychecks, how to avoid IRS penalties, and discuss recent taxchanges. Presented by the Florida Retirement System

Tuesday, April 7: Income Tax Planning

Course RET04; Session 0013 Thinking or planning for retirement from the FRS Pension? Thissession is a guide to understanding retirement for members in theFRS Pension Plan, DROP, insurance continuation as a retiree, andthe leave payout process. Presented by HR Benefits.

Monday, April 13: Retiring from UCF - FRS Pension PlanMembers

Course RET42; Session 0001Have you accumulated enough savings to pay yourself duringretirement? This session will provide information on the mostproficient methods to conquer the possible financial risks andchallenges of retirement. Presented by AIG.

Wednesday, April 15: Retirement Income Strategies

Course RET08; Session 0002 This workshop provides a four-step process for managing yourincome, expenses and debts. You will leave the workshop with a fullunderstanding of the ongoing financial planning resources availableto help you take control of your finances and budget your way to asecure financial future. Presented by the Florida Retirement System.

Monday, April 27: Taking Control of Your Finances 

Course RET45; Session 0001 How early is early? Learn about the importance of planning early,maximizing retirement plan contributions and how smart steps in thebeginning of your career can help lead you to a more solid financialfuture. Presented by TIAA.

Tuesday, April 28: The Starting Line 

Course RET46; Session 0001 How much money do you spend on groceries? UCF nutritionists aregoing to teach you how to stretch your dollar but still fill the pantry.Presented by UCF Wellness & Health Promotion Services.

Wednesday, April 29: Shopping & Cooking on a Budget 

Access valuable financial wellness information on the goin these online presentations from CAPTRUST, theindependent advisor to the UCF voluntary 403(b) plan.

Webinar Link: https://bit.ly/2SST5u8 This is an extremely important topic and it’s one that getsput by the wayside. Make sure that your wishes are clearlydocumented. And removing the burden and emotionalstruggle that those left behind might have to deal with uponsomeone’s passing.

Monday, April 20: 25 Documents Every PersonShould Have

Webinar Link: https://bit.ly/3bM1jN6 Addresses budgeting and debt management, discuss credit,look at insurance and other savings vehicles and finally talkabout retirement planning and college savings. Presented byCAPTRUST.

Tuesday, April 21: Financial Wellness - Budgeting,Managing Credit and Debt & Saving forEmergencies

Webinar Link: https://bit.ly/2TvqXxl Provides a general overview of Social Security retirementbenefits.

Thursday, April 23: Social Security Benefits

Webinar Link: https://bit.ly/2wn8pr3 Addresses important topics including Medicare andlong-term care.

Friday, April 24: Retirement Healthcare Planning

APRIL 2020

FinancialWellness Series