|January 14, 2009||
Start the year off right: More small steps to health and wealth
|February 11, 2009||Planning to retire soon? On the verge of retirement- what to do?|
|March 4, 2009 (first Wed)||
Deciding whether to apply for USU's "voluntary separation incentive program."
Noon- 1 pm In Taggart Student Center room 335
Presented by Jean Lown and financial planner Suzanne Dalebout, Polaris Financial Planning.
Please note that Ms. Dalebout will only be available at the noon time session.
|April 8, 2009||Financial Security in Later Life; Making your money last in retirement|
|May 6, 2009 (first Wed)||IRAs and Mutual Funds|
|June 10, 2009||Spend, spend, spend like there is a tomorrow! Dr. Jan Andersen: Family Resource Management Extension Specialist|
|July 8, 2009||
The Financial Checkup
|August 12, 2009||Getting a grip on debt: 8 benchmarks for borrowing|
|September 9, 2009||The Sandwich Generation: Caught in the Middle: Are You Financially Prepared?|
|October 14, 2009||National Savings Rate Guidelines for Individuals|
|November 11, 2009||IRAs: Should you switch from traditional to Roth in 2010?|
|December 2009||No Meeting -- Happy Holidays!|