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Spring Financial Fair March 23-25

March 13, 2010

The annual Spring Financial Planning and Pre-Retirement Fair sponsored by the Human Resource Services Benefits Office begins Tuesday, March 23. We are excited to host this event which offers informative sessions that are intended to provide employees with investment and financial-related learning opportunities as well as up-to-date strategies for portfolio asset management.

March 23-25
9 a.m. - 1:30 p.m.
Lory Student Center

How prepared are you?

Join the Human Resource Services Department to find out how prepared you are for retirement or how easy it is to begin a plan that will put you on track to meet your financial goals.

It is never too early or late in your career to start planning for retirement and other life events!

Professionals offer strategies

The 2010 Spring Financial Planning and Pre-Retirement Fair is an opportunity for you to meet with CSU approved retirement and voluntary tax sheltered annuity vendors and learn more about personal financial issues and strategies for managing them from professionals in the industry.

There is no cost to participate in the planned activities.

Financial planning and pre-retirement info

Presenters include representatives from Fidelity Investments, TIAA-CREF, VALIC, PERA  (Defined Benefit, 401k and 457 plans), the Social Security Administration and the CSU Employee Assistance Program.


  • Investment fundamentals and options
  • Investing for life’s goals
  • Social security and retirement: What you need to know
  • Finding the right investment strategy
  • Approaching retirement
  • PERA legislative changes, and much more

Open to all CSU employees

The 2010 Spring Financial Fair will occur Tuesday, March 23 through Thursday, March 25 with presentations between 9 a.m. and 1:30 p.m. each day in the Lory Student Center.

Should you have any questions about the Fair, please contact the CSU Benefits Office at (970) 491-6737. We hope you are able to join us!

Contact: Teri Suhr
Phone: (970) 491-6737