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Financial Wellness
The University of Florida Extension is offering two webinars. This week they will focus on retirement planning over the long haul. In July, they will discuss retirement planning for those who are within 10 to 15 years of retirement. Please share with your clientele and co-workers. We really appreciate those of you who have helped promote the series.
Webinars are 12:30 to 1:30 PM Eastern Time which means 10:30 and 11;30 Mountain Time
Thursday, June 20
Building Your Finances for Retirement
Practical,
cost effective strategies to build a source of retirement funds. Learn
about estimating retirement needs in today’s dollars, employer sponsored
plans, personal
retirement accounts, and tax advantages.
http://bit.ly/PlanRetire
Thursday, July 18
Financial Planning When Retirement is Near
Calculate
expense needs, strategies to make assets last, required minimum
distributions, and how to choose a financial professional.
http://bit.ly/RetireIncome
For more information contact:
Hillsborough County Extension: Lisa Leslie - LeslieL@hillsboroughcounty.org
Okaloosa County Extension: Elaine Courtney - ecourtne@ufl.edu
Lake County Extension: Julie England - julieeng@ufl.edu
Duval County Extension: Anita McKinney - McKinney@coj.net
FINANCIAL WELLNESS BROWN BAG https://podcasts.usu.edu/
Small Steps to Health and Wealth
Small Steps to Health and Wealth™ is “designed to motivate consumers to implement behavior change strategies that simultaneously improve their health and personal finances.” http://njaes.rutgers.edu/sshw/
The research-based program is based on the fact that “small, positive behavior changes, such as saving $5 or cutting 100 calories a day, make a big difference over time and are always better than taking no action at all.” We are much more likely to change our behavior by changing small habits rather than trying to make large, sudden changes in our lives. The website includes 25 behavior change strategies Fact Sheets, motivational messages, success stories, and helpful links and resources. Each fall, winter, and spring SSHW runs a challenge where participants track their positive behavior changes and top scorers are rewarded with prizes.
Financial Planning for Women
Financial Planning for Women (http://www.usu.edu/fpw/) is a monthly educational seminar that meets the second Wednesday (except December) at two times: 12:30-1:30 p.m. in the USU Taggart Student Center room 336 (Bring a lunch), and at 7:00-8:30 p.m. at the Family Life Center, 493 North 700 East, Logan (at bottom of Old Main Hill). The longer evening time slot allows for more discussion. Programs are free and registration is not required. The mission of Financial Planning for Women is to educate women about personal finance and investing and motivate them to take responsibility for their financial future. Specific goals include:
- to educate women about personal finance and financial planning.
- to motivate women to take action to reduce debt and start or increase saving/investing.
- to teach women to calculate the amount they need to invest for retirement and to invest toward that goal.
- to provide women with the tools to plan at least one action based on each program.
- to encourage participants to commit to a process of life-long learning.
A prescription for healthier retirement savings through wellness
For years, most people looked at their physical health and their financial situation as two very different issues. But that’s changing. Today, the overwhelming majority of American workers recognize the link between health and wealth. Our recent survey found 84 percent of workers see physical health as an investment in their financial future.
To read more of this great article written by Tim Minard for benefits pro go here.