Designing Your Financial Roadmap

Description: This workshop is designed for employees who are taking an active role in saving for retirement, contributing heavily to their retirement plan, and need to explore additional savings vehicles to create an overall financial plan. At the conclusion of this workshop, employees will be able to:
• Identify the need for a financial plan
• Evaluate where to save (workplace savings first,tax-advantaged accounts, after-tax)
• Address additional savings goals (such as college or
health savings)

Facilitator: Dave Beneway, Fidelity Financial Consultant
Contact: Sheila Whitaker, X8045

Contact: > See Description for contact information

Topical Areas: Workshop, topic: Human Resources, audience: Faculty, audience: Staff

Registration: Registration is required for this event. If you do not see a registration box or a UMassD Login form here:

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