|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|