Financial Wellness Week – March 16-20
These seminars are for all regular faculty and staff wherever you are in your career path, to help you improve your financial roadmap and achieve your financial goals. A few courses are listed below, but they are filling up fast!
Register online through the Employee Learning Calendar:
https://www.uvic.ca/hr/learning-development/calendar/index.php
Countdown to Retirement – March 16
This seminar encourages participants to consider key lifestyle decisions carefully and well in advance of their retirement date. This session will explore the physical and emotional challenges of transitioning from work to retirement and will provide an understanding of the key contributors to a satisfying retirement lifestyle.
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- Managing time
- Choosing a second career
- Turning a hobby into a business
- Downsizing the family home
- Moving to a new community
- Enrolling in new learning opportunities
- Promoting stress resiliency
- Sources of information
Legal Checkup- March 19
In the event of serious illness or death, we want our wishes for disposing assets and health decisions to be respected. This is where legal affairs planning comes into play. This seminar provides a “legal check-up” to encourage participants to take a proactive approach when it comes to estate and personal planning.
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- Estate planning (wills, intestacy rules, beneficiary designations, insurance, taxes, gifts, and trusts)
- Personal planning (powers of attorney, living will, guardianship, and travel insurance)
- Impact of life changes such as death of spouse, divorce, remarriage, and illness
- Where to get help
Learn to Invest – March 20
This introductory-level seminar provides an unbiased look at investment concepts and principles. Designed to simplify terminology and increase comfort with investment decisions, it helps participants understand the forces that drive the markets.
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- Overview of the various asset classes
- Investor profile and risk tolerance
- The relationship between risk and return
- The importance of asset allocation
- Investment strategy and expected returns
- Investment fees and their impact on long-term savings
- Seeking professional advice
*These sessions will not provide information on the UVic pension plan. For information on the UVic pension plan, please visit the Pension Services website.*