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Spring Financial Fair March 22-24

March 7, 2011

The annual Spring Financial Planning and Pre-Retirement Fair, sponsored by the Human Resource Services Benefits Office, begins Tuesday, March 22. 

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 22-24
  • 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.

Professionals offer strategies

The 2011 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.

Finanial planning and pre-retirement information

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

  • Investment fundamentals and options
  • Investing for life's goals
  • Social Security and retirement: What you need to know
  • How early should you start investing for retirement
  • Finding the right investment strategy
  • Approaching retirement
  • PERA Legislative Changes

Open to all CSU employees

The 2011 Spring Financial Fair will occur Tuesday, March 22, through Thursday, March 24, with presentations between 9 a.m. and 1:30 p.m. each day in the Lory Student Center.

Feel free to share this information with your co-workers and Save the Date on your calendar.

We look forward to seeing you there!

Contact: Teri Suhr
Phone: 970-491-6737