University of Vermont

Financial Planning Resources

On this page we have gathered links to videos, webinars, and podcasts that are available to educate faculty and staff on planning for a secure retirement.

Educational Resources from TIAA-CREF

• Know How Now
  The Know How Now series is a simple way to help you increase your financial know-how, manage your money and achieve your goals. Each easy-to-understand article is based on recommendations for financial literacy from the President's Advisory Council on Financial Capability.
• Savings Simplifier Video Series
  This "how to" web video series offers simple, straightforward steps to making your money work harder for you. The videos offer practical tips on how to improve your savings, including how to get started, how to get the most from your employer's retirement plan and how not to run out of money in retirement.
• Monthly Podcast
  A timely audio series with perspectives on the issues affecting markets, the economy and your investments. Investment Insights features in-depth interviews with TIAA-CREF's Senior Economist and other investment experts.
• Financial Education Web Seminars
  These financial education webinars provide a convenient alternative for those who cannot or do not want to attend a live seminar.

Educational Resources from Fidelity Investments

• Brief Educational Videos
  These three videos present important information in brief, compelling presentations. Choose the one that's right for you (or watch all three): Choosing Investments, Saving for Retirement, Income Planning.

• Getting on the Right Path with Your Workplace Savings
  Getting on the Right Path is designed to educate you on the benefits of setting money aside in your workplace savings plan, the importance of establishing a budget, and the benefits of making even a small contribution.
• Building a Portfolio for Any Weather
  Building a Portfolio discusses how to determine an appropriate asset allocation, diversify your workplace savings plan and rebalance your account. (Neither diversification nor asset allocation ensures a profit or guarantees against loss.)
  
• Debt Management and Budgeting
  Debt Management focuses on helping you to recognize the importance of managing debt. It provides steps for maintaining financial health in order to help you reach your future financial goals.
• Designing Your Financial Roadmap
  Financial Roadmap is designed to teach you how to create a financial plan and how to save for other long and short-term goals you may have in addition to retirement.
  
• Wise Choices for your Old Workplace Savings Plan
  Wise Choices is designed to help you understand your distribution options and the benefits of account consolidation.
  
• Allocating Your Workplace Savings
  Allocating Your Savings aims to help you understand the role of asset allocation when choosing investments for your workplace savings plan.
  
• Evaluating Your Investment Options
  Evaluating Your Investment Options is designed to help you understand the importance of monitoring performance and evaluating investment options to ensure that they meet expectations.

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Last modified May 16 2013 05:32 PM