Mid and Late Career Track Schedule and Registration

Flash Forward 2018

You're one step closer to developing your personalized financial plan.

Presentations delivered by representative from Employee Services, TIAA, Elevations Credit Union, Public Service Credit Union, PERA and College Invest will cover topics most important to you.

Want to speak one-on-one with specialists from each presentation? Financial booths will be available during the event. Get your personal questions answered, snap up informational material and play games that will help you get a better picture of your financial future.

To view schedules and sign up, select the campus session you'd like to attend.

CU Boulder

CU Boulder

Tuesday, Feb. 27
Time and Location Presentation Description Hosted By Register
10:00 a.m. - 11:00 a.m.

University Memorial Center

Glenn Miller Ballroom

Get directions
Halfway There Adjust your retirement plan and maximize savings with a personal evaluation. This financial checkup will assist you in evaluating if you're on the right path to achieving your financial and retirement goals.

Topics include:
  • Evaluating your current savings
  • Managing competing savings priorities: College savings, short-term savings and more
  • Formulating a plan to reach your savings goals
  • What do when life throws you a curveball, such as caring for elderly parents or children returning home.
TIAA Register
11:15 a.m. - 12:15 p.m.

University Memorial Center

Glenn Miller Ballroom

Get directions
Wills and Trusts 101 You don't have to be a millionaire to create a plan for your estate. Join the Wills and Trusts 101 workshop. Preparation can help you distribute your assets according to your wishes and the needs of your loved ones. Be sure your wishes are carried out. Let us help walk you through how.

Topics include:
  • Probate - what it is and how to avoid it
  • Trusts - what they can do for you
  • Fees - what lawyers charge
  • Death taxes - what they amount to
  • Power of attorney - never leave home without one
Elevations Credit Union Register
12:30 - 1:30 p.m.

University Memorial Center

Glenn Miller Ballroom

Get directions
PERA Fundamentals Planning for your future can seem daunting. To help simplify the process, this discussion gets down to the basics about your PERA account and saving for retirement.

Topics include:
  • Information about annual benefit increases
  • What happens upon terminating PERA-covered employment
  • How a PERA monthly lifetime benefit is calculated
  • Built-in survivor and disability benefits
  • How to access 401(k) and 457 voluntary tax-deferred savings plans
  • Post-retirement health insurance plans
PERA Register
12:30 - 1:30 p.m.

University Memorial Center

Glenn Miller Ballroom

Get directions
Basics of CU's Retirement Plans Retirement can be complicated, but selecting retirement plans that help you reach your savings goals doesn't need to be.

During this presentation, Employee Services will discuss how you can utilize and maximize your CU retirement savings options.

Topics include:
  • Mandatory plans such as PERA and the 401(a)
  • Voluntary tax-deferred savings plans 403(b), 401(k) and 457
  • How a Health Savings Account (HSA) can be used to help you save more
Employee Services Register
1:45 p.m. - 2:45 p.m.

University Memorial Center

Glenn Miller Ballroom

Get directions
Colorado 529 Plans Did you know having a college savings account in your child's name could make them seven times more likely to attend college?

During this presentation, CollegeInvest will provide details on how to begin saving for higher education for children and grandchildren (or yourself!) by enrolling in a 529 College Savings Program.

Contribute to your chosen savings plan and watch it grow along with your future college graduate.
CollegeInvest Register

Financial Booths

Time and Location Participants
10 a.m. - 3 p.m.
University Memorial Center
Glenn Miller Ballroom

Get directions
Employee Services Benefits
TIAA
PERA
Elevations Credit Union
Colorado 529
Wells Fargo

CU Colorado Springs

CU Colorado Springs

Thursday, March 1
Time and Location Presentation Description Hosted By Register
10:00 a.m. - 11:00 a.m.

University Center

Room 302

Get directions
Halfway There Adjust your retirement plan and maximize savings with a personal evaluation. This financial checkup will assist you in evaluating if you're on the right path to achieving your financial and retirement goals.

Topics include:
  • Evaluating your current savings
  • Managing competing savings priorities: College savings, short-term savings and more
  • Formulating a plan to reach your savings goals
  • What do when life throws you a curveball, such as caring for elderly parents or children returning home.
TIAA Register
11:15 a.m. - 12:15 p.m.

University Center

Room 302

Get directions
Wills and Trusts 101 You don't have to be a millionaire to create a plan for your estate. Join the Wills and Trusts 101 workshop. Preparation can help you distribute your assets according to your wishes and the needs of your loved ones. Be sure your wishes are carried out. Let us help walk you through how.

Topics include:
  • Probate - what it is and how to avoid it
  • Trusts - what they can do for you
  • Fees - what lawyers charge
  • Death taxes - what they amount to
  • Power of attorney - never leave home without one
ENT Credit Union Register
12:30 - 1:30 p.m.

University Center

Room 302

Get directions
PERA Fundamentals Planning for your future can seem daunting. To help simplify the process, this discussion gets down to the basics about your PERA account and saving for retirement.

Topics include:
  • Information about annual benefit increases
  • What happens upon terminating PERA-covered employment
  • How a PERA monthly lifetime benefit is calculated
  • Built-in survivor and disability benefits
  • How to access 401(k) and 457 voluntary tax-deferred savings plans
  • Post-retirement health insurance plans
PERA Register
12:30 - 1:30 p.m.

University Center

Room 302

Get directions
Basics of CU's Retirement Plans Retirement can be complicated, but selecting retirement plans that help you reach your savings goals doesn't need to be.

During this presentation, Employee Services will discuss how you can utilize and maximize your CU retirement savings options.

Topics include:
  • Mandatory plans such as PERA and the 401(a)
  • Voluntary tax-deferred savings plans 403(b), 401(k) and 457
  • How a Health Savings Account (HSA) can be used to help you save more
Employee Services Register
1:45 p.m. - 2:45 p.m.

University Center

Room 302

Get directions
Colorado 529 Plans Did you know having a college savings account in your child's name could make them seven times more likely to attend college?

During this presentation, CollegeInvest will provide details on how to begin saving for higher education for children and grandchildren (or yourself!) by enrolling in a 529 College Savings Program.

Contribute to your chosen savings plan and watch it grow along with your future college graduate.
CollegeInvest Register

Financial Booths

Time and Location Participants
10 a.m. - 3 p.m.
University Center
Room 303

Get directions
Employee Services Benefits
TIAA
PERA
Ent Credit Union
Colorado 529
Wells Fargo

CU Anschutz

CU Anschutz

Tuesday, March 6
Time and Location Presentation Description Hosted By Register
10:00 a.m. - 11:00 a.m.

Research 2
Second Floor
Krugman Conference Hall

Get directions
Halfway There Adjust your retirement plan and maximize savings with a personal evaluation. This financial checkup will assist you in evaluating if you're on the right path to achieving your financial and retirement goals.

Topics include:
  • Evaluating your current savings
  • Managing competing savings priorities: College savings, short-term savings and more
  • Formulating a plan to reach your savings goals
  • What do when life throws you a curveball, such as caring for elderly parents or children returning home.
TIAA Register
11:15 a.m. - 12:15 p.m.

Research 2
Second Floor
Krugman Conference Hall

Get directions
Wills and Trusts 101 You don't have to be a millionaire to create a plan for your estate. Join the Wills and Trusts 101 workshop. Preparation can help you distribute your assets according to your wishes and the needs of your loved ones. Be sure your wishes are carried out. Let us help walk you through how.

Topics include:
  • Probate - what it is and how to avoid it
  • Trusts - what they can do for you
  • Fees - what lawyers charge
  • Death taxes - what they amount to
  • Power of attorney - never leave home without one
Public Service Credit Union Register
12:30 - 1:30 p.m.

Research 2
Second Floor
Krugman Conference Hall

Get directions
PERA Fundamentals Planning for your future can seem daunting. To help simplify the process, this discussion gets down to the basics about your PERA account and saving for retirement.

Topics include:
  • Information about annual benefit increases
  • What happens upon terminating PERA-covered employment
  • How a PERA monthly lifetime benefit is calculated
  • Built-in survivor and disability benefits
  • How to access 401(k) and 457 voluntary tax-deferred savings plans
  • Post-retirement health insurance plans
PERA Register
12:30 - 1:30 p.m.

Research 2
Second Floor
Krugman Conference Hall

Get directions
Basics of CU's Retirement Plans Retirement can be complicated, but selecting retirement plans that help you reach your savings goals doesn't need to be.

During this presentation, Employee Services will discuss how you can utilize and maximize your CU retirement savings options.

Topics include:
  • Mandatory plans such as PERA and the 401(a)
  • Voluntary tax-deferred savings plans 403(b), 401(k) and 457
  • How a Health Savings Account (HSA) can be used to help you save more
Employee Services Register
1:45 p.m. - 2:45 p.m.

Research 2
Second Floor
Krugman Conference Hall

Get directions
Colorado 529 Plans Did you know having a college savings account in your child's name could make them seven times more likely to attend college?

During this presentation, CollegeInvest will provide details on how to begin saving for higher education for children and grandchildren (or yourself!) by enrolling in a 529 College Savings Program.

Contribute to your chosen savings plan and watch it grow along with your future college graduate.
CollegeInvest Register

Financial Booths

Time and Location Participants
10 a.m. - 3 p.m.
Research 2
Second Floor
Lobby outside of Krugman Conference Hall

Get directions
Employee Services Benefits
TIAA
PERA
Public Service Credit Union
Colorado 529
Wells Fargo

CU System

CU System

Wednesday, March 7
Time and Location Presentation Description Hosted By Register

10:00 a.m. - 11:00 a.m.

1800 Grant St.
Room 501

Get directions

Wills and Trusts 101

You don't have to be a millionaire to create a plan for your estate. Join the Wills and Trusts 101 workshop. Preparation can help you distribute your assets according to your wishes and the needs of your loved ones. Be sure your wishes are carried out. Let us help walk you through how.

Topics include:
  • Probate - what it is and how to avoid it
  • Trusts - what they can do for you
  • Fees - what lawyers charge
  • Death taxes - what they amount to
  • Power of attorney - never leave home without one

Public Service Credit Union
Register
10:00 a.m. - 11:00 a.m.

1800 Grant St.
Room 501

Get directions
Halfway There Adjust your retirement plan and maximize savings with a personal evaluation. This financial checkup will assist you in evaluating if you're on the right path to achieving your financial and retirement goals.

Topics include:
  • Evaluating your current savings
  • Managing competing savings priorities: College savings, short-term savings and more
  • Formulating a plan to reach your savings goals
  • What do when life throws you a curveball, such as caring for elderly parents or children returning home.
TIAA Register
12:30 - 1:30 p.m.

1800 Grant St.
Room 501

Get directions
PERA Fundamentals Planning for your future can seem daunting. To help simplify the process, this discussion gets down to the basics about your PERA account and saving for retirement.

Topics include:
  • Information about annual benefit increases
  • What happens upon terminating PERA-covered employment
  • How a PERA monthly lifetime benefit is calculated
  • Built-in survivor and disability benefits
  • How to access 401(k) and 457 voluntary tax-deferred savings plans
  • Post-retirement health insurance plans
PERA Register
12:30 - 1:30 p.m.

1800 Grant St.
Room 501

Get directions
Basics of CU's Retirement Plans Retirement can be complicated, but selecting retirement plans that help you reach your savings goals doesn't need to be.

During this presentation, Employee Services will discuss how you can utilize and maximize your CU retirement savings options.

Topics include:
  • Mandatory plans such as PERA and the 401(a)
  • Voluntary tax-deferred savings plans 403(b), 401(k) and 457
  • How a Health Savings Account (HSA) can be used to help you save more
Employee Services Register
1:45 p.m. - 2:45 p.m.

1800 Grant St.
Room 501

Get directions
Colorado 529 Plans Did you know having a college savings account in your child's name could make them seven times more likely to attend college?

During this presentation, CollegeInvest will provide details on how to begin saving for higher education for children and grandchildren (or yourself!) by enrolling in a 529 College Savings Program.

Contribute to your chosen savings plan and watch it grow along with your future college graduate.
CollegeInvest Register

Financial Booths

Time and Location Participants
10 a.m. - 3 p.m.
1800 Grant Street
Room 501​

Get directions
Employee Services Benefits
TIAA
PERA
Public Service Credit Union
Colorado 529
Wells Fargo

CU Denver

CU Denver

Thursday, March 8
Time and Location Presentation Description Hosted By Register
10:00 a.m. - 11:00 a.m.

CU Building
eMBA Suite 150 Auditorium

Get directions
Halfway There Adjust your retirement plan and maximize savings with a personal evaluation. This financial checkup will assist you in evaluating if you're on the right path to achieving your financial and retirement goals.

Topics include:
  • Evaluating your current savings
  • Managing competing savings priorities: College savings, short-term savings and more
  • Formulating a plan to reach your savings goals
  • What do when life throws you a curveball, such as caring for elderly parents or children returning home.
TIAA Register
11:15 a.m. - 12:15 p.m.

CU Building
eMBA Suite 150 Auditorium

Get directions
Wills and Trusts 101 You don't have to be a millionaire to create a plan for your estate. Join the Wills and Trusts 101 workshop. Preparation can help you distribute your assets according to your wishes and the needs of your loved ones. Be sure your wishes are carried out. Let us help walk you through how.

Topics include:
  • Probate - what it is and how to avoid it
  • Trusts - what they can do for you
  • Fees - what lawyers charge
  • Death taxes - what they amount to
  • Power of attorney - never leave home without one
Public Service Credit Union Register
12:30 - 1:30 p.m.

CU Building
eMBA Suite 150 Auditorium

Get directions
PERA Fundamentals Planning for your future can seem daunting. To help simplify the process, this discussion gets down to the basics about your PERA account and saving for retirement.

Topics include:
  • Information about annual benefit increases
  • What happens upon terminating PERA-covered employment
  • How a PERA monthly lifetime benefit is calculated
  • Built-in survivor and disability benefits
  • How to access 401(k) and 457 voluntary tax-deferred savings plans
  • Post-retirement health insurance plans
PERA Register
12:30 - 1:30 p.m.

CU Building
eMBA Suite 150 Auditorium

Get directions
Basics of CU's Retirement Plans Retirement can be complicated, but selecting retirement plans that help you reach your savings goals doesn't need to be.

During this presentation, Employee Services will discuss how you can utilize and maximize your CU retirement savings options.

Topics include:
  • Mandatory plans such as PERA and the 401(a)
  • Voluntary tax-deferred savings plans 403(b), 401(k) and 457
  • How a Health Savings Account (HSA) can be used to help you save more
Employee Services Register
1:45 p.m. - 2:45 p.m.

CU Building
eMBA Suite 150 Auditorium

Get directions
Colorado 529 Plans Did you know having a college savings account in your child's name could make them seven times more likely to attend college?

During this presentation, CollegeInvest will provide details on how to begin saving for higher education for children and grandchildren (or yourself!) by enrolling in a 529 College Savings Program.

Contribute to your chosen savings plan and watch it grow along with your future college graduate.
CollegeInvest Register

Financial Booths

Time and Location Participants
10 a.m. - 4 p.m.
CU Building, 1250 14th St.
Suite 150
eMBA Conference Room

Get directions
Employee Services Benefits
TIAA
PERA
Public Service Credit Union
Colorado 529
Wells Fargo