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National Save for Retirement Week at Penn

October 11, 2011, Volume 58, No. 07

In honor of National Save for Retirement Week, which runs from October 16–22, Human Resources is hosting a series of events over three days. The events begin with a Retirement Fair on October 18 and continue with over a dozen workshops. All events will be held in Houston Hall.

Tuesday, October 18

Retirement Fair: meet with representatives from TIAA-CREF, Vanguard, Wells Fargo and Veritat; 11 a.m.–3 p.m., Bodek Lounge.

Save for Retirement Kick Off: TIAA-CREF will discuss market and economy issues, noon–1 p.m., Bodek Lounge.

New to Penn?: get an overview of Penn’s retirement plans; 1:30–2:30 p.m., Bodek Lounge.

Six Steps to a Secure Retirement: Wells Fargo will tell you what they are, 1:30–2:30 p.m., Golkin Room.

Are You Contributing to Penn’s Retirement Plans? If not, TIAA-CREF will tell you what you’re missing, 1:30–2:30 p.m., Ben Franklin Room.

Wednesday, October 19

Retirement:  The Good, the Bad and the Unexpected: how do you mentally prepare for retirement? Find out in this presentation by Dr. Kathryn Jedrziewski, deputy director of the Institute on Aging, 11:30 a.m.–12:30 p.m., Bodek Lounge.

Divorce Impact: The Fundamentals of Divorce and Its Impact on Your Finances: Wells Fargo will help you stay on track with your financial plans while dealing with divorce, 11:30 a.m.–12:30 p.m., Golkin Room.

Retirement Planning 101: Join Veritat advisors for a back-to-basics overview of retirement planning, 11:30 a.m.–12:30 p.m., Ben Franklin Room.

Financial Reinvention: Moving Toward Retirement with Confidence in the Real World: Wells Fargo will provide guidance for women planning for retirement, 1:30–2:30 p.m., Golkin Room.

Five Habits of Highly Successful Investors: TIAA-CREF will tell you what they are, 1:30–2:30 p.m., Ben Franklin Room.

Thursday, October 20

Planning to Retire Soon? If you’re planning to retire within the next five to ten years, TIAA-CREF can tell you how to prepare, 11:30 a.m.–12:30 p.m., Golkin Room.

In the Middle of Your Career?: Vanguard will tell you how to plan for a successful retirement, 11:30 a.m.–12:30 p.m., Ben Franklin Room.

Staying on Top of Your Portfolio: get tips on how to manage your portfolio—and how Penn’s retirement plans can help. Chris Glover, financial advisor, will show you how to stay on top of your investments, 12:30–1:30 p.m., Bodek Lounge.

Conducting Your Personal Financial Fire Drill: Wells Fargo will discuss the importance of estate planning, 1:30–2:30 p.m., Golkin Room.

Feel Secure: Women and Financial Planning: Vanguard will provide financial planning tips geared specifically toward women, 1:30–3 p.m., Ben Franklin Room.

—Division of Human Resources

Almanac - October 11, 2011, Volume 58, No. 07