DATE: October 7, 2009
TO: Department Benefit Representatives (DBRs)
FROM: John Berberet
ASAP Coordinator
Human Resources
john.berberet@hr.ucsb.edu
x3318
RE: Fall 2009 Learn at Lunch
Because we are living through a very difficult economic downturn that is
creating both hardships and opportunities, Learn at Lunch will continue
to present a number of financially based topics. For Fall Quarter, Learn
at Lunch will offer four, free presentations. Staff, faculty and students
are all invited. To see our current flyer click here: http://hr.ucsb.edu/asap/pdf/Learn@Lunch_Fall_2009.pdf
The first presentation will be Taking Charge of Your Financial Fitness on
October 14. Please see below for complete details. The other three presentations
will include:
- An introduction to the UCSB Threat Management Team
- Evaluating the home buying real estate market in Santa Ynez, Solvang and Buellton
- Evaluating the home buying real estate market in the Lompoc and Santa Maria areas
Wednesday
October 14, 2009
12:00-1:00 pm
Flying A Studios
UCen
“Taking Charge of Your Financial Fitness”
The goal of this workshop is to help employees recognize the importance of managing debt and contributing to savings. This workshop offers interactive discussions of real-life scenarios concerning spending and saving behaviors. Additionally it provides steps for maintaining a healthy financial fitness to help you reach your financial goals. Topics will include:
- Identifying your spending and saving patterns
- Evaluating your assets and debts
- Recognizing spending habits, finding creative ways to save, and creating a budget that is realistic to your lifestyle
- Mapping out a budget to track income and expenses
- Strategies to take more control of your finances
- Accessing web-based tools and resources to manage your budget and help you make smart financial decisions
Senior Retirement Counselor
Workplace Investing, Marketing
Fidelity Investments
https://netbenefits.fidelity.com/index.htm