| Date | Description |
| January 14 | Start the year off right: More small steps to health and wealth |
| February 11 | Planning to retire soon? On the verge of retirement- what to do? |
| March 4 (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 | Financial Security in Later Life; Making your money last in retirement |
| May 6 (first Wed.) | IRAs and Mutual Funds |
| June 10 | Spend, spend, spend like there is a tomorrow! Dr. Jan Andersen: Family Resource Management Extension Specialist |
| July 8 | The Financial Checkup |
| August 12 | Getting a grip on debt: 8 benchmarks for borrowing |
| September 9 | The Sandwich Generation: Caught in the Middle: Are You Financially Prepared? |
| October 14 | National Savings Rate Guidelines for Individuals |
| November 11 | IRAs: Should you switch from traditional to Roth in 2010? |
| December | No Meeting |
For the Power Points that were used for some of the presentations click here.
| 2008 Schedule | |
| 2007 Schedule | |
| 2006 Schedule | |
| 2005 Schedule | |
| 2004 Schedule | |
| 2002 Schedule | |
| 2001 Schedule | 2001 Workshops |
| 2000 Schedule | 2000 Workshops |
