Employee Benefit Series

Fall 2017 Benefit Series

Benefit Services, in conjunction with the Office of Advancement, is offering employees an opportunity to learn more about Estate Planning and Retirement. Please see below for session details.

We hope you will join us. We look forward to seeing you there.


Estate Planning

Date: Monday, October 16
Time: 11:00 a.m.–1:00 p.m.
Location: Memorial Union Building Ballroom B
Presenter: Michael Kolasa

Whether your assets are few or many and no matter how young or old you are, it is important to have an estate plan to protect yourself, your assets, and those you love. Without proper documents, those decisions will be left to the state.

Join Michael Kolasa, an attorney, trust officer, and financial planner, in a conversation about everything from dying without a will to skipping generation trusts. He will talk about practical documents like powers of attorney and revocable trusts. He will share stories contrasting plans gone wrong, other plans that are sound, as well as touch on current tax issues and tax-saving techniques.


Invest Confidently for Your Future

Date: Tuesday, October 24
Time: 11:00 a.m.–1:00 p.m.
Location: Memorial Union Building Ballroom B
Presenter: Seth Yanik, Director, Retirement Planner for Fidelity

If you want to manage your own investments:

Learn how to build and manage a long-term investment plan for all your accounts that you can feel confident about.


The Starting Line

Date: Thursday, November 2
Time: 11:00 a.m. –1:00 p.m.
Location: Memorial Union Building Ballroom B
Presenter: Paul Rogers, TIAA Relationship Manager

The Starting Line—Beginning to Save for Retirement covers how to tackle debt, establishing a budget, beginning retirement planning, and tools you can use.