2008 Schedule

Date Description
January 9, 2008
Behavior Change Strategies to Boost your Wealth. We will use the workbook
Small Steps to Health and Wealth so if you have a copy from last January please bring it with you.
February 13, 2008 Income Tax Basics & Planning
March 5, 2008
What every woman needs to know about Social Security: Sandi Hunter, Public Affairs Specialist, Social Security Administration.
Evening program will be at 6pm to accommodate speakers traveling needs.
April 9, 2008 Investment Planning
May 7, 2008 Best Mutual Funds for Retirement
June 11, 2008 Long Term Care Insurance (Lyle Hansen, University of Idaho Extension educator & LTC specialist)
July 9, 2008
Everything you need to know about your credit report and score. Angie Rice, Experian
All participants will receive the 20 page booklet: Building a Better Credit Report (Federal Trade Commission)
August 13, 2008 Auto and Homeowners insurance. Speaker: insurance agent Jane Robinson-Larsen
September 10, 2008 Guidebook to Help Late Savers Prepare for Retirement
October 8, 2008 Reverse mortgages, Cindy Stokes, USU instructor and reverse mortgage counselor
November 12, 2008 Investment Asset Allocation including a discussion of whether USU employees should shift any of their retirement funds from TIAA-CREF to Fidelity.
December 2008 No Meeting