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Seminar Registration Form

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.



Check to signup

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


Check to signup

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

Please provide the following information:

Your name:
Your e-mail address:
Department:
USF Mailpoint:
Telephone:
Position:

Events, activities, programs and facilities of the University of South Florida are available to all without regard to race, color, marital status, sex, religion, national origin, disability, age, or veteran status, as provided by law and in accordance with the University's respect for personal dignity.

 

 
 
 
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