Retirement and Financial Planning Fair

Take an opportunity to learn more about financial planning and retirement.

Through our Retirement and Financial Planning Fair, we at UB Human Resources hope to provide you with seminars on topics you find relevant and information about planning options available to you. In addition, you will have the opportunity to connect with and ask questions of retirement plan representatives.

On this page:

Learning Outcomes

  • Gain a deep understanding of your life goals
  • Learn about retirement saving and income planning
  • Understand investing concepts
  • Learn how to maximize your final years of saving
  • Understand how Social Security plays a role

Intended Audience

UB faculty and staff who are state employees

Prerequisites

None

Fee

Free

Schedule and Registration

Date: Thursday, March 22, 2018
Time: 8:30 AM to 3:00 PM
Location: Center for Tomorrow, North Campus

The event will begin with a keynote presentation at 8:45 AM. The keynote will be a retirement planning session including a brief overview of the steps towards retirement and retiree health insurance. Retirement vendors will be present to answer questions during the keynote address.

Information tables will be available from 8:30 AM to 2:45 PM with the following representatives:

  • Employees’ Retirement System (NYSLRS)
  • Fidelity
  • TIAA
  • VALIC
  • VOYA Financial
  • NYS Deferred Compensation
  • UUP Benefits Fund
  • CSEA Benefits Fund
  • UB Human Resources

A resource center for Retirement@Work will also be available during this time to assist with understanding and using the new website.

Seminar Topics

Seminars are grouped by career stage recommendations. We encourage you to register for and attend any seminar that interests you.

Log in to UB EDGE to register for specific sessions. (Don't have a UB EDGE account? Please contact Lissa Jasinowski at lmt22@buffalo.edu to register.)

Any Stage of Career
10:15 AM How Smart Investors Ride Out Market Volatility
TIAA
Login to UB EDGE to Register
11:30 AM Understanding ERS Pensions
NYSLRS ERS
Login to UB EDGE to Register
11:30 AM Make the Most of Your Retirement Savings
Fidelity
Login to UB EDGE to Register
12:45 PM Save for Your Goals with Smart Budgeting
VOYA
Login to UB EDGE to Register
12:45 PM Planning for Financial Security
VALIC
Login to UB EDGE to Register
Late-Career
8:45 AM Retiree Health Insurance and Medicare
Lissa Jasinowski, UB HR
Login to UB EDGE to Register
10:15 AM UUP Retiree Benefits
UUP Benefit Fund
Login to UB EDGE to Register
10:15 AM CSEA Retiree Benefits
CSEA Benefit Fund
Login to UB EDGE to Register
11:30 AM Plan For Your Retirement Income
VOYA
Login to UB EDGE to Register
1:45 PM
Make the Most of Social Security
Fidelity
Login to UB EDGE to Register
1:45 PM Countdown to Retirement
NYS Deferred Compensation Plan
Login to UB EDGE to Register
1:45 PM Your Life in Retirement
VALIC
Login to UB EDGE to Register

May Also Interest You

Contact for Questions

Lissa Jasinowski

Retirement Administrator

State Benefit Services

Phone: 716-645-4488; Fax: 716-645-3830

Email: lmt22@buffalo.edu

The University at Buffalo is committed to providing reasonable accommodations to individuals with any disabilities. If you require accommodations to participate in this session, please contact Organizational Development & Training (OD&T) at (716) 645-4459 or training@buffalo.edu prior to attending the class. Please allow ample time for OD&T to work with the Office of Accessibility Resources to arrange accommodations.