Tag Archives: Finance

TIAA Workshop: Steps to help secure your income in retirement: a mid-career check-in (Champlain College)

May 21 @ 12:15 pm 12:45 pm

Join us for a virtual TIAA education session to explore steps to help secure your income in retirement.

This session will focus on tips and tools to:

  • Help you know where you stand
  • Check your expenses
  • Optimize your savings
  • Optimize your investments
  • Plan now for income that lasts

Although everyone is invited to attend, this content is tailored to those who are mid-career level and not brand new to retirement plans while also not ready to retire yet.

  • Questions about the event? Contact the Benefits Team at benefits@gmhec.org or 802-443-5485

TIAA Workshop: Get a Head Start on your Future (Champlain College)

May 20 @ 12:15 pm 12:45 pm

Join us for a virtual TIAA education session hosted by TIAA.

We’ll explore the Champlain College Retirement plan details and investments as well as foundational ideas such as compounding, pre-tax vs. Roth, and other advice. Although everyone is invited to attend, this content is tailored to those who are early in their careers and retirement saving journey.

  • Questions about the event? Contact the Benefits Team at benefits@gmhec.org or 802-443-5485

Steps to hep secure your income in retirement: A mid-career check-in for Middlebury College

April 23 @ 2:00 pm 2:30 pm

Only 34% of non-retirees think their retirement savings plan is currently on track. A check-in at this stage of your career can help you take action now to set yourself up for greater financial security later.

In this webinar, you’ll find out how to:
– Know where you stand
– Set financial priorities
– Optimize your savings and investments
– Make a plan for lifetime income

Register via the link below and join us in Sunderland Language Center (Dana Auditorium) or via zoom if in person on the VT campus doesn’t work for you.

Get a head start: Build a strong foundation for saving – TIAA workshop for Middlebury College

April 23 @ 9:30 am 10:00 am

Get to know your retirement plan with this step-by-step overview of the retirement benefits. Need a refresher on your retirement benefits? We are happy to help! We will explore the ins and outs of your retirement benefits in this workshop.

Join us to learn:
– What are the eligibility, contribution methods, and limits for your savings
– How to prioritize your budget to pursue long- term goals
– What investment options are available to you
– How to maximize the support available to help you get on track

Register via the link below and join us in Sunderland Language Center (Dana Auditorium) or via zoom if in person on the VT campus doesn’t work for you.

The Retirement Playbook: Smart moves at every stage (Milliman Group Education Session)

April 22 @ 4:00 pm 5:00 pm

  • Join us for a retirement planning presentation focused on optimizing your St. Michael’s College Retirement Plan. Whether you’re just starting to save, wondering if you’re on track, or planning to retire soon, this session will give you practical tools to make the most of your retirement plan. In this session you will:
    • Learn tips for budgeting and saving
    • Understand the difference between pre-tax and Roth contributions
    • Review how investments, expenses, and income streams change in retirement
  • Raffle Prize! Participants will have a chance to win 1 of 2 gift cards (JiffyMart and Majestic 10).
  • Questions? Contact the Benefits Team at benefits@gmhec.org or 802-443-5485.
One Winooski Park
Colchester, Vermont 05439 United States

Finance for new grads

May 19 @ 12:00 pm 12:45 pm

Starting out in the job world can be exciting—and overwhelming. The financial foundation you build now can impact your life for years to come. That’s why it’s so important to understand how to manage your money, create good financial habits and save and invest for the long term.

In this webinar you’ll learn about:
• Benefit packages that come with your job
• How a spending plan helps you in the short term
• What a retirement plan does for you in the long term
• Choosing traditional (pretax) versus Roth (after-tax) contributions
• The importance of an emergency fund

Money psychology: Beyond the numbers

May 7 @ 11:00 am 11:30 am

It’s easy to think that how you approach money is all about formulas, facts and figures. The truth is, the decisions we make are influenced by other forces too—our own biases, life experiences and human nature. We’ll explore what some of those forces are and how to tame them for our advantage.

You’ll learn about:
• Human nature and what shapes our feelings about money
• How those feelings might make us behave
• The importance of the big picture when making decisions
• Doing what’s best for your long-term interests

Navigating the sandwich generation:  Financial strategies for the caregiving squeeze

April 22 @ 11:00 am 11:30 am

Nearly a quarter of U.S. adults are in the “sandwich generation,” caring for aging parents while supporting adult children. We’ll explore ways to navigate this challenging time without sacrificing your sanity or your retirement.

You’ll learn strategies to help you:
• Prioritize your own financial needs and secure your retirement
• Manage the costs of elder care and support adult children
• Create a budget to navigate competing financial responsibilities
• Evolve your plan over time as life change

What you need to know about Social Security

April 7 @ 12:00 pm 12:45 pm

Social Security is an important source of income in retirement for most Americans. It provides disability, survivor and family benefits to many Americans, too. But all these benefits are not automatic, and how and when you claim them can affect how much you get.

This webinar covers:
• The basics of Social Security
• How retirement benefits work
• Strategies for claiming retirement benefits
• Spousal, survivor and disability benefits
• A checklist for maximizing your income