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Planning for the Future | Upcoming Financial Webinars

Dear Rutgers Colleagues:

As part of our ongoing “Planning for the Future” educational programming, we are pleased to announce the next series of webinars focused on Social Security and financial wellness. These webinars are intended to provide employees with the tools and education necessary to manage finances and help make the best financial decisions for themselves, their families, and their futures. Webinars are available to all Rutgers employees and are free of charge.

We also want to remind you that our financial investment carriers are available to meet with you individually, either in-person or virtually. Please visit the Financial Carrier Consultations webpage to access contact and scheduling information. Keep in mind that the carriers have resumed on campus meetings, so be sure to request an on-site meeting if that is most convenient for you!

Below is the list of the upcoming “Planning for the Future” webinars along with links to register. 

Webinar Topics and Registration Links

Short Description
Invest for success: 5 principles you need to know
Presented by TIAA
June 18th, 10 a.m.

Understanding the key principles of investing for retirement, from compounding to taxes to choosing investments. Includes learning that how you invest for retirement is just as important as how much you save.

Deferred Compensation
Presented by Empower (formerly Prudential)
June 20th, 12 p.m.

This session will discuss deferred compensation and provide information regarding the opportunity to voluntarily shelter a portion of your wages from federal income taxes while saving for retirement.

Understanding Social Security
Presented by MetLife
June 26th, 10 a.m.

Provides an overview of Social Security and how it works, including eligibility and Primary Insurance Amount, filing options, the importance of timing, and spousal benefits. Also discusses implications of working after beginning to collect benefits and other considerations that can impact filing decisions.

Retirement Review
Presented by Voya
July 11th, 12 p.m.

Retirement can seem like a life-time away. However, the sooner you start planning, the more prepared you’ll be to enjoy life in retirement. Learn what you can be doing today to prepare for tomorrow.

Taking Control of Debt
Presented by MetLife
July 24th, 2 p.m.

Outlines how to create a debt payment plan that allows individuals to balance debt and other financial priorities. Striking a balance between being able to save money while paying down debt is the overarching theme.

Financial Literacy Education
Presented by Voya
August 1st, 12 p.m.

Financial Literacy is a broad overview of important financial information. Whether you’re buying a cell phone or a home, learn how credit affects you and how to retain or improve your rating. Explore the importance of having a banking relationship or what a college education means to you and your children. Last but never least, the importance of retirement planning is covered.

Retirement Readiness
Presented by Empower (formerly Prudential)
August 6th, 10 a.m.

Prepare for your better tomorrow…TODAY. You can help yourself plan for a more secure retirement in just five steps! This presentation is designed to help you create financial and emotional pictures for your retirement. Topics include:

  • Step 1 – What will your retirement be like?
  • Step 2 – What will your expenses be today and tomorrow?
  • Step 3 – Where will your money in retirement come from?
  • Step 4 – What can you do today?
  • Step 5 – How can you help protect your future income?

Make the move toward long-term financial security: Your midcareer retirement check-in
Presented by TIAA
August 13th, 2 p.m.

Knowing the keys to successful money management, how to juggle competing financial demands and retirement saving strategies for lifelong financial security.

Social Security
Presented by Social Security Administration
August 15th, 1 p.m.

This session will provide an overview of Social Security and Medicare for retirement purposes.

We also encourage you to take advantage of our wellness resources on the UHR Wellness website and access many of the wellness seminars previously offered by visiting the Rutgers Employees First Webinar Series website.

Sincerely,

Vivian Fernández
Senior Vice President for Human Resources