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RPC Workshop Descriptions

Retirement Planning Conference: Live Long and Prosper

2013 Workshops

The workshops offered during the Retirement Planning Conference are aimed at helping you to think clearly and act decisively in preparation for your own retirement. Sessions were carefully chosen to speak to the issues that folks are facing, and each one is clearly identified as being specifically designed for one or more groups of faculty and staff. The numbers in parentheses (1/2/3) following the titles indicate:

  1. Early-Career individuals who are new to saving for retirement
  2. Mid-Career folks who have been actively saving for a while
  3. Late-Career faculty and staff who are nearing retirement and thinking about transition

Building a Solid Retirement Income Plan (2-3)

Presenter: Paul Bolles, Workplace Planning and Guidance Consultant
Target Audience: Aimed at individuals who identify as Mid- and Late-Career
Time: Monday, October 28 from 2:00 to 3:30 PM
Place: Davis Center, Williams Family Room

Overall Objectives: This workshop is designed for individuals who are two to 10 years away from retirement, who are 55 years old or older, who would like to learn how to develop a retirement income plan.

Learning Outcomes:

  • Know what a successful retirement looks like to you—so you can plan for your income and expenses
  • Determine your income priorities
  • Address key questions (Have I saved enough? How can I save more? What roles do Social Security and Healthcare play?)

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Debt Management and Budgeting (1-2)

Presenter: David Bauver, Investment Education Consultant
Target Audience: Aimed at individuals who identify as Early and Mid-Career
Time: Monday, October 28 from 10:00 to 11:30 AM
Place: Waterman Memorial Lounge

Overall Objectives: This workshop is designed to help individuals manage debt and create a budget to identify available dollars for retirement savings.

Learning Outcomes:

  • Understand how to take charge of your financial future
  • Implement creative ways to reduce spending
  • Learn the steps to eliminating bad debt
  • Understand how credit scores are calculated
  • Consider important tips for keeping good credit

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Developing an Investment Strategy (1-2)

Presenter: David Bauver, Investment Education Consultant
Target Audience: Aimed at individuals who identify as Early and Mid-Career
Time: Friday, November 1, from 10:00 to 11:30 AM
Place: Davis Center, Mildren Livak

Overall Objectives: This workshop is designed for individuals currently enrolled in the UVM Retirement Savings Plan, who are looking for help to improve their investment mix through asset allocation and diversification.

Learning Outcomes:

  • Consider how to develop an investment strategy to help you reach your investment goals
  • Learn steps to put your plan into motion
  • Address some key questions (How do I diversify my workplace savings plan investments? What kind of investor am I? What can I do to become properly invested? How do I make sure my investment mix stays on target? Are there ways to avoid common investing pitfalls?)

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Estate Planning: Preserving Your Savings (2-3)

Presenter: Michael Christy, Trust and Estate Planning Officer
Target Audience: Aimed at individuals who identify as Mid- and Late-Career
Time: Tuesday, October 29 from 2:00 to 3:30 PM
Place: Davis Center, Frank Livak
Repeated: Wednesday, October 30 from 10:00 to 11:30 AM
Place: Davis Center, Billings, Marsh Lounge

Overall Objectives: This workshop is designed for faculty and staff interested in learning more about estate planning and the preservation of personal assets.

Learning Outcomes:

  • Become familiar with key estate planning tools
  • Understand the importance of beneficiary designations
  • Learn gifting and insurance replacement strategies
  • Address key questions (Why do I need an estate plan? What is considered an estate asset? What kind of planning would I need to do? How do I review an estate plan? What steps can I take today?)

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Five Habits of Highly Successful Investors (1-2)

Presenter: Gautier Wallaert, Wealth Management Advisor
Target Audience: Aimed at individuals who identify as Early and Mid-Career
Time: Monday, October 28 from 2:00 to 3:30 PM
Place: Waterman Memorial Lounge

Overall Objectives: This workshop is designed for faculty and staff seeking a fundamental knowledge of investment principles and practices.

Learning Outcomes:

  • Setting financial goals
  • Realizing tax advantages
  • Reducing risk through diversification
  • Allocating assets
  • Understanding expenses

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Healthy Numbers: Integrating Healthcare Into Your Retirement Plan (1-3)

Presenter: Laura Adamski, Financial Consultant
Target Audience: Aimed at everyone interested to learn more about healthcare in retirement
Time: Tuesday, October 29 from 10:00 to 11:30 AM
Place: Billings, Marsh Lounge

Overall Objectives: This workshop will cover the key ideas, trends and numbers that faculty and staff will need to consider as they think about healthcare in retirement.

Learning Outcomes:

  • Find ways to include healthcare in your retirement plan without having to rethink it all
  • Learn the real benefits—and costs—of Medicare
  • Use interactive activities to help ensure the information sticks with you
  • Uncover the real costs of healthcare and how to save for it

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How Am I Doing? Understanding and Achieving Your Long-Term Financial Goals (2)

Presenter: Mark Woods, Relationship Manager or Erik Moreau, Financial Consultant
Target Audience: Aimed at individuals who identify as Mid-Career
Time: Wednesday, October 30 from 2:00 to 3:30 PM
Place: Waterman Memorial Lounge
Repeated: Thursday, October 31 from 10:00 to 11:30 AM
Place: Davis Center, Sugar Maple Ballroom

Overall Objectives: Help faculty and staff prepare for retirement and address conflicting savings needs.

Learning Outcomes:

  • Learn the importance of organizing personal financial information
  • Discuss setting personal financial goals and devise tolerable investing strategies
  • Consider the answers to important questions (Am I saving enough for retirement? How can I save more? Am I investing appropriately to meet my goals? Should I consider changing my investment mix?)

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Paying Yourself (3)

Facilitator: Richard May, Institutional Relationship Manager
Target Audience: Aimed at individuals who are nearing retirement
Time: Monday, October 28 from 10:00 to 11:30 AM
Place: Davis Center, Sugar Maple Ballroom

Overall Objectives: Discuss steps that individuals can take today to help them prepare for the transition into retirement.

Learning Outcomes:

  • Identify sources of income, including Social Security
  • Assess the impace of future healthcare costs in retirement
  • Evaluate expenses and strategies to fill the gap

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Preparing Your Savings for Retirement (3)

Facilitator: Paul Bolles, Workplace Planning and Guidance Consultant
Target Audience: Aimed at individuals who are nearing retirement
Time: Tuesday, October 29 from 10:00 to 11:30 AM
Place: Davis Center, Sugar Maple Ballroom

Overall Objectives: Discuss income options in retirement.

Learning Outcomes:

  • Simplifying retirement income
  • Learning basic rules governing the most common retirement accounts
  • Understanding when to tap into various kinds of resources
  • Considering flexible income options offered through TIAA-CREF

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Retirement: Making the Transition and Staying Connected, a Panel Discussion (3)

Facilitator: Richard May, Institutional Relationship Manager at TIAA-CREF
Panelists: Paul Yakoboski, Principal Research Fellow, TIAA-CREF Institute; Barbara Johnson, Associate Vice President for Human Resource Services at UVM; and John Smith, UVM emeriti faculty
Target Audience: Aimed at individuals who are nearing retirement
Time: Wednesday, October 30 from 4:00 to 5:30 PM
Place: Billings, North Lounge

Overall Objectives: Discuss how to ensure a smooth transition from an active career to a fulfilling retirement.

Learning Outcomes:

  • Consider the non-financial aspects of the decision to retire
  • Hear how others have successfully made the transition to retirement
  • Learn what a UVM retiree can do to keep engaged with the UVM community
  • Understand the factors to consider when making the decision to retire

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Retirement Savings Basics [Retirement Savings Plan Information Session] (1)

Presenter: Greg Brown, Megan Boucher and Holly Zanes of UVM HRS
Target Audience: Aimed at individuals who identify as Early Career
Time: Friday, November 1 from 2:00 to 3:30 PM
Place: Waterman 427A

Overall Objectives: Learn about the UVM Retirement Plan and its design, while discussing general concepts about investment options associated with the plan. Be better prepared to make informed investment choices with one or more of UVM's retirement vendors.

Learning Outcomes:

  • Define the retirement benefit and identify the plans available
  • List three reasons opening a retirement account could be beneficial
  • Analyze the available retirement plans and choose the one that is right for you

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Save for Tomorrow. Start Today: Making the Most of Your Financial Future (1)

Presenter: Erik Moreau, Financial Consultant
Target Audience: Aimed at individuals who identify as Early to Mid-Career
Time: Thursday, October 31 from 2:00 to 3:30 PM
Place: Davis Center, Jost Foundation Room

Overall Objectives: Learn how to act in ways that will help you to make the most of your financial future.

Learning Outcomes:

  • Understand the importance of getting started planning for retirement
  • Discuss ways to maximize retirement plan contributions
  • Consider how a sound understanding of asset allocation principles affects the management of individual financial objectives

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Shifting from Saving to Spending (3)

Presenter: David Bauver, Investment Education Consultant
Target Audience: Aimed at individuals who identify as Late-Career
Time: Wednesday, October 30 from 2:00 to 3:30 PM
Place: Billings, North Lounge
Repeated: Thursday, October 31 from 10:00 to 11:30 AM
Place: Davis Center, Mildred Livak

Overall Objectives: Learn ways to successfully transition from saving for retirement to spending in retirement.

Learning Outcomes:

  • Discover steps that can help generate the lifetime income you need
  • Learn the importance of asset allocation in retirement
  • Discuss elements for building your investment strategy
  • Learn considerations for portfolio withdrawal rates

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The Social Security-Medicare-Retirement Connection (3)

Presenters: Mark Woods, Relationship Manager; Gautier Wallaert, Wealth Management Advisor; Greg Brown, UVM Human Resource Services
Target Audience: Aimed at individuals who identify as Late-Career
Time: Monday, October 28 from 4:00 to 5:30 PM
Place: Waterman Memorial Lounge

Overall Objectives: This practical session aims to help participants understand the key retirement provisions of Social Security and Medicare and discuss how to think about these programs in preparation for retirement. The presenters will discuss the role that Social Security and Medicare should play in your retirement planning, discuss what preparation you should be making now, and give plenty of opportunity for specific questions and answers.

Learning Outcomes:

  • Define Social Security and Medicare retirement benefits
  • Understand the importance of knowing what your retirement benefits will be
  • Discuss the tax implications of Social Security and Medicare
  • Learn what Social Security and Medicare will do—and what they won't do
  • Recognize how Social Security and Medicare will work in concert with the other pieces of your retirement plan
  • Understand what you need to do now to make the best possible use of these important resources

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The Fundamentals of Retirement Income Planning: A Panel Discussion (2-3)

Presenter: Paul Bolles, Workplace Planning and Guidance Consultant; Michael Christy, Trust and Estate Planning Officer; Ryan Stallmeyer, Vice President of Workplace Distribution
Target Audience: Aimed at individuals who identify as Late-Career
Time: Tuesday, October 29 from 4:00 to 5:30 PM
Place: Waterman Memorial Lounge

Overall Objectives: Saving for retirement is different than living in retirement. In this session, panelists will discuss the fundamentals of Retirement Income planning and cover the information you need to help ensure that your retirement plan can put your dreams within reach.

Learning Outcomes:

  • Decide when you may be able to retire
  • Estimate how long your money may last
  • Prepare for challenges you may face in retirement

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Understanding Your Post-Retirement Medical Benefit (3)

Presenters: Greg Brown, Megan Boucher and Holly Zanes of UVM HRS
Target Audience: Aimed at individuals who identify as Late-Career
Time: Thursday, October 31 from 2:00 to 3:30 PM
Place: Davis Center, Frank Livak
Repeated: Friday, November 1 from 10:00 to 11:30 AM
Place: Davis Center, Sugar Maple

Overall Objectives: Join the UVM retirement planning staff for this session and walk away with a clear understanding of the post-retirement medical benefits plan changes that take effect on July 1, 2014. This workshop, designed for those nearing retirement, will help longer-service employees better understand the PRMB cost-share considerations that will help them plan ahead for retirement.

Learning Outcomes:

  • Describe what to expect when meeting with an Employee Advisor
  • Explain the differences in retiring before or after June 30, 2014
  • Discuss the importance of having a personal budget
  • Predict your expenses during retirement
  • Explain the tax implications of retirement income
  • Distinguish between PRMB benefits and Medicare
  • List three reasons to maintain a relationship with retirement vendors

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Woman to Woman: She's Got It! (A Woman's Guide to Saving and Investing) (1-2)

Presenter: Laura Adamski, Financial Consultant
Target Audience: Aimed at women who identify as Early and Mid-Career.
Time: Tuesday, October 29 from 2:00 to 3:30 PM
Place: Billings, North Lounge
Repeated: Wednesday, October 30 from 10:00 to 11:30 AM
Place: Billings, North Lounge

Overall Objectives: Learn successful investing and saving strategies along with simple secrets to saving more.

Learning Outcomes:

  • Learn core concepts that guide all investing, get motivated, build a plan and take action
  • Find ways to take on life challenges without damaging future financial wellbeing
  • Discover more about yourself with the Financial Personality Type Quiz
  • Define what your real goals are and learn how to reach them via group activities

I'd like to register. Take me back to the main page.

Last modified October 22 2013 02:54 PM