2009 Schedule

Date Description
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!