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Planning for the Future | Upcoming Financial Webinars

Dear Rutgers Colleagues:

As part of our ongoing “Planning for the Future” education 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 also available to meet with you individually, either in-person or virtually. Please visit the Financial Carrier Consultations webpage to access contact and scheduling information.

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

Webinar Topics and Registration Links Short Description
Deferred Compensation
Presented by Empower (formerly Prudential)
June 25th, 10 a.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.
Sources of Retirement Income
Presented by MetLife
June 26th, 12 p.m.
Common sources of retirement income, including 401(k)s, IRAs (Traditional & Roth), Social Security, Annuities, and other secondary sources of income, are outlined. Also discusses the importance of aligning types of income and expected expenses.
Social Security
Presented by Social Security Administration
July 8th, 10 a.m.
This session will provide an overview of Social Security and Medicare for retirement purposes.
Set your retirement date: Understand the factors to get you to your goal
Presented by TIAA
July 9th, 2 p.m.
Whether you plan to retire today or 30 years from now, it’s never too early—or too late—to design the life you want. Let’s explore the steps to getting you there.
Stay the Course
Presented by Voya
July 10th, 12 p.m.

We’ll discuss what’s going on in the Market and ways to help you get through uncertain times including:

  • Why you should consider staying put
  • How to deal with stress that can be associated with the market
  • What you can do to stay focused
  • And lastly, where to go from here
Understanding Social Security
Presented by MetLife
July 30th, 2 p.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.
Retirement Questions that May Make a Big Difference - Tailored to mid-career members
Presented by Corebridge
August 5th, 12 p.m.

By this point in your career, you've probably been working about 10-20 years. We'll dive into 3 important questions:

  • Am I properly diversified?
  • Am I avoiding lifestyle creep?
  • Am I balancing all my goals while saving enough for retirement?
    • Understanding your financial picture and making better choices
    • Living within your means
    • Being prepared for the unexpected
    • Achieving financial confidence at every stage
    • Having the freedom to indulge a little
Foundations of Financial Wellness
Presented by Voya
August 13th, 10 a.m.
What is Financial Wellness?
Financial Wellness is about the healthy balance between living for today and preparing for tomorrow. It’s a state of mental well-being regarding financial decisions.
Retirement Planning for Women
Presented by Empower (formerly Prudential)
August 14th, 2 p.m.

This webinar focuses on helping women achieve a comfortable retirement. Key topics:

  • Mindset and factors
  • Reaching your goals with a plan
  • What's next
Planning for Life Milestones
Presented by TIAA
August 19th, 10 a.m.
From marriage to the loss of a loved one, ensure you’re prepared for key life milestones.
ABP Retirement Planning Overview
Hosted by UHR
July 29th, 10 a.m.
For members of the ABP retirement system who are contemplating retirement within the next 6 months.
PERS/PFRS Retirement Seminars
Hosted by the NJ Division of Pensions and Benefits
A variety of webinars for employees enrolled in both PERS and PFRS. Visit the NJ Division of Pensions and Benefits Webinars page to view options and register.

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