The following is a listing of the Seminar Programs presented by the Employee Assistance Program. All programs will be held in the Employee Assistance Program Conference Room SVC 2130 from 12-1pm unless otherwise noted.
If reasonable accommodation of a disability in needed, please contact Phyllis Mercer (x5469) at least 72 hours prior to seminar date.
On the following list, check the box next to the seminar(s) you wish to attend. Limited space is available. If you need to cancel, please do so at least 24 hours in advance by calling 974-5469.
Strategies for Retirement Investing Tuesday, July 14 12-1 p.m. Samuel Martinez, RPA Karin Klaassen, CLU, LUYCF Tampa Bay Financial Group
(Retirement Investment Strategies) • Calculating the cost of retirement • Investing for growth potential, income and stability • Managing taxes and outpacing the effects of inflation • Allocating your assets to match your investment profile and goals • Managing investment risk while maintaining growth potential • Avoiding common pitfalls faced by today’s retirees
Safeguarding Assets from the Unexpected Tuesday, July 21 12-1 p.m. Samuel Martinez, RPA Karin Klaassen, CLU, LUYCF Tampa Bay Financial Group
(Investment Fundamentals) • Five myths and truths of investing • Strategies that can help your money work smarter and harder • How to select investments that match your objectives • How to limit your exposure to risk by diversifying your portfolio • The benefits of professionally managed investments
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