If uncertain financial markets have gotten you down, SMU Human Resources offers a potential pick-me-up. Financial Health Day 2009, scheduled for April 6 in the Hughes-Trigg Student Center, is designed for “anyone who wants to explore their financial goals and learn more about how the SMU benefits plans can help achieve them,” says Amy Mittelstet Sample, senior human resources manager, Compensation and Records Management.
One presentation will address faculty and staff concerns about the volatile market and give options for investing retirement savings. Those who are nearing retirement can learn about the Emeriti Retiree Health Accounts and how Medicare coordinates with the program.
In addition, “we will have a presentation on Social Security that clarifies the appropriate age for each person to start receiving benefits, depending on individual factors,” Sample says. “We will also discuss the benefits of long-term care insurance and why someone would need and want to purchase it.”
Those who are nearing retirement may have particular interest in the program, Sample adds, “but we encourage anyone who has considered or started saving for retirement to attend, no matter how long they have until they retire.”
The best financial advice is tailored to the individual, so Human Resources has made it easy to contact SMU benefits vendors directly for one-on-one appointments. CNA, Fidelity, Reliance Standard, TIAA-CREF and Vanguard will also take questions at their Financial Health Day booths from 10:30 a.m. to 2:30 p.m.
Human Resources encourages attendees to bring their lunch, as well as to talk directly with the vendors at their booths. No RSVP is necessary, and participants may attend any or all of the sessions.