Employee Services Expos

Think you'll never pay off your student loans? Uncertain of the final steps to take to retire? Scared to check your credit score?

Change your money mindset at Employee Services' Fall Financial Expo: Oct. 20 - 27, 2014.

Note: Online registration for Employee Services’ 2014 Fall Financial Expos has now closed, but you can still register the day of each event by visiting our registration booths.

In the coming days, Employee Services will send emails confirming registrations for the Expos’ Money Talks and Preparing to Retire Talks. We also will send notifications to those who are on waiting lists for these talks.

All are welcome to attend the Expo’s Dollars & Sense Market, open from 10 a.m. – 2 p.m. to connect you to CU and financial professionals.

See the expo schedule.

Shop Your Choices, Win an iPad
We're bringing together employees in all walks of financial life and the experts who can provide you guidance, and help you understand and achieve your financial goals in a fun atmosphere. To help you get the most out of this event, we'll be providing you a "shopping list" with tasks you can complete throughout the expo. The more items you check off your list, the more times you'll be entered into that campus' grand-prize drawing for an iPad.

Shop each of the following expo areas:

Shop the Dollars & Sense Market this fall to find fresh ideas from local experts.

Take your pick from our selection of tables:

Meet CU's community of financial pros!

  • Chat with experts who can help you create your financial game plan.
  • See how CU's credit union partners can keep you on financial track.
  • Schedule a post-expo, 1-on-1 financial consultation.

Find great deals!

  • Manage the money matters of major life events.
  • Take advantage of CU's tuition waiver benefit.
  • Learn how your campus HR office supports you.
  • See how CU can save you money on goods and services.

Have guidance dispensed at the ATM (Advisors Talk Money) area

  • Understand CU's mandatory and voluntary retirement plans.
  • Find pay resources in the employee portal.
  • Consider taxes as an international employee.

 

 

 

The Dollars & Sense Market runs from 10 a.m. - 2 p.m. during the Employee Services Expos, Oct. 20, 21, 22, 23 and 27.

 See the event schedule.

Money Talks help you explore financial issues that affect most if not all CU employees, and the paths to resolution.

For Employees: Understanding and Managing Your Student Loans

If you have student loans, this session is for you. Whether you are in the process of repaying federal student loans, are working but also borrowing for your degree, thinking of going back to school, or wondering about a child's student loans, you’ll find this session full of useful information.  Learn all about structure of student loans as well as the variety of repayment plans that are available.
Presented by CU Financial Aid offices


Max Out Your Credit (Knowledge)

Whether you are just a few points away from 800, rebuilding after a credit challenge, or are frustrated at how slowly your score is moving up, you’ll learn how the credit scoring system works plus get specific tactics for boosting and rebuilding scores.
Presented by CU credit union partners


PERA Fundamentals

This session presents an outline of how a PERA monthly lifetime benefit is calculated, annual increases on the benefit, choices upon terminating PERA-covered employment, built-in survivor and disability benefits, access to 401(k) and 457 voluntary tax-deferred savings plans, availability of post-retirement health insurance plans, and much more.
Presented by PERA


Fundamentals of CU's 401(a) Retirement Plan

This session is for participants of the mandatory 401(a) retirement plan (ORP plans from TIAA-CREF, Fidelity, or Vanguard). Learn how the plan works and what resources are available to you to help you make the most of it.
Presented by CU investment sponsors


Money Talks run from 9:30 a.m. - 2:15 p.m. during the Employee Services Expos, Oct. 20, 21, 22, 23 and 27.

 See the event schedule.

If you're 3 years or fewer from retirement, you won't want to miss these helpful talks about how to retire into your CU retirement or PERA pension plan.

PERA

 

CU's Process for Retiring: PERA Participants
PERA participants fewer than 3 years from their anticipated retirement date will learn about university retiree benefit options and the transition from an active employee to a university retiree.
Presented by Employee Services

Preparing for Retirement with PERA
This session is for PERA participants who are fewer than 3 years from anticipated retirement. It outlines your monthly and lump-sum benefit options, annual increases, tax implications, coordination with Social Security benefits, rules governing purchase of service credit, and the availability of PERA-sponsored, post-retirement life and health insurance.
Presented by PERA

CU's 401(a) Retirement Plan (ORP plans from TIAA-CREF, Fidelity, or Vanguard)

 

CU's Process for Retiring: 401(a) Participants
Participants of the university's 401(a) retirement plan fewer than 3 years from their anticipated retirement date will learn about university retiree benefit options and the transition from an active employee to a university retiree.
Presented by Employee Services

Retirement Strategies and Information for 401(a) Participants
This session is for 401(a) participants less than 3 years from anticipated retirement. Topics include: distribution strategies and pitfalls, how to manage your money in retirement, taxes and regulations, and much more.
Presented by CU investment partners


Preparing to Retire Talks run from 9 a.m. - 3 p.m. during the Employee Services Expos, Oct. 20, 21, 22, 23 and 27.

 See the event schedule.

More Information

Visit the Preparing to Retire website.

 

 

Monday, Oct. 20:
CU Anschutz
Tuesday, Oct. 21:
CU Colorado Springs
Wednesday, Oct. 22:
CU Denver
Thursday, Oct. 23:
CU System
Monday, Oct. 27:
CU-Boulder