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Human Resources | Benefits | UTSA Financial Planning

Let's go! Save more starting today.

 

Providers Lincoln Financial Group VALIC Retirement Program TIAA CREF Financial Services VOYA Financial Fidelity Investments


Spring into savings: March 8–9, 2017

This is the season when everything blossoms. What can you do to help your savings flourish? Attend an interactive retirement education seminar led by Lincoln Financial Group, VALIC, TIAA-CREF, Voya, and Fidelity. You will learn how to identify your future financial goals, track your progress,
    TIME/ROOM TIME/ROOM
SEMINAR DESCRIPTION MAIN CAMPUS
March 8, 2017
DOWNTOWN
March 9, 2017

Calculate MY Retirement Outlook

PD 831.05

Interactive lab session using the UT My Retirement Outlook tool, participants calculate how much they will need for retirement and gauge their progress toward their goal including TRS, SS, and their personal savings.

9:00–10:00 a.m.
NPB 1.412

 

Discover your Future Financial Wellness

PD 831.06

Do you know what you will receive from TRS/ORP, Social Security and your UT Retirement Savings? Now is a good time to find out how they all work together.  Before embarking on your retirement journey, be sure you understand how your income sources work together and what roadblocks may lay in your path.  

9:00–10:00a.m.
BV 1.328

Financial Considerations for Singles

PD 831.04

A seminar designed for investors of any age who are single. Presentation demonstrates the benefit of being the sole decision maker for future and the importance of maximizing savings opportunities to overcome the challenge of saving for retirement on one income.

10:00–11:00 a.m.
NPB 1.416

10:00–11:00 a.m.
BV 1.318

Social Security & Your Retirement

PD 831.03

Social Security is an important element in retirement planning. This program explores the cost of retirement, as well as options for claiming & maximizing Social Security benefits and how to bridge possible income gaps.

11:00 a.m.–12:00 p.m.
NPB 1.412

11:00 a.m.–12:00 p.m.
BV 1.328

The Starting Line: Why and How retirement saving should begin now

PD 831.02

Why saving for your retirement is important and how to plan.

12:00–1:00 p.m.
NPB 1.416

12:00–1:00 p.m.
BV 1.318

Women & Investing

PD 831.01

Targets challenges and offers solutions women face in investing & retirement.

1:00–2:00 p.m.
NPB 1.412

1:00–2:00 p.m.
BV 1.328

Meet our vendors

Be sure to stop by the Vendor Fair — any time between 9:00 a.m. and 2:00 p.m.
Main Campus HR Training Room NPB 1.408 March 8 & Downtown Campus Assembly Room BV 1.338 March 9

Register today

Visit mytraining.utsa.edu/flexapps/classroom/to register.

Retirement Provider Schedule

Provider
Date
Time
Location
How to schedule an appointment?
TIAA-CREF

February 14, 2017

March 16, 2017


8:00a.m. - 5:00p.m.

Human Resources
NPB  Room 4.102B

To schedule an appointment:
Contact: 800-732-8353
James Douglas "Doug" Johnson

LINCOLN FINANCIAL GROUP

February 15, 2017

10:00a.m. - 3:00p.m.

Human Resources
NPB  Room 4.102B

To schedule an appointment:
Contact: 501-891-9565

Charles.Davenport@lfg.com

VOYA February 23, 2017 8:30a.m. - 5:00p.m. Human Resources NPB room 4.102B

To schedule an appointment: Contact: 773-456-4144
John (TJ) Dubeansky

tj.dubeansky@voyafa.com

FIDELITY INVESTMENTS

February 13, 2017

March 10, 2017

April 14, 2017

May 19, 2017

8:00a.m. - 3:00p.m.

 

8:00a.m. - 1:00p.m.

 

 

Human Resources
NPB  Room 4.102B

To schedule an appointment:
Contact: 800-343-0860
John L. Harris III

John.Austin.Harris@fmr.com

To schedule an appointment:
Contact: 800-642-7131
Dena Yebernetsky

GetGuidance.Fidelity.com

Please continue to visit this site for future opportunities.

 

 *If you are an approved UT System retirement provider and would like to reserve an office for one on one appointments, please complete the Conference Room Request Form and email it to benefits@utsa.edu.

 

Updated: February 16, 2017