Human Resources
Personal Financial Planning for Faculty/Staff
To the University Community:

We are pleased to announce that the University will be offering a comprehensive Personal Financial Planning Program this year to all of its employees. The changing economic climate, combined with varied needs of our employees, has led the University to create a program to assist our faculty and staff to be better prepared to develop a defined course of action to reach personal financial goals. Toward that goal, we have teamed with American Express Financial Advisors and The Dreyfus Corporation to present a series of educational financial planning services seminars and individual counseling sessions.

Beginning in October, these companies will be on campus to present seminars on a variety of financial planning subjects. We will be promoting "Financial Planning Week" approximately every other month and the schedule of seminars will be published with dates, times and topics so that you may choose the one or ones best suited to your needs. If you should desire to move beyond the level of the basic seminars, detailed written financial analyses can be purchased from American Express or Dreyfus. The fees for analysis will vary on an individual basis depending on the level of analysis you choose, the complexity of your financial situation, and the depth of financial advice you need. Any decisions you make regarding using the services offered by these financial professionals or based on their advice, will be your responsibility as the University does not endorse or recommend any particular financial or insurance product offered through these companies.

TIAA-CREF and Vanguard will continue to offer retirement planning seminars, as well as personal consultations, which they currently conduct on campus.

Our objective in supporting these services is to help employees plan for their financial future and integrate this plan into the comprehensive compensation and benefits package offered by the University. We hope you will take advantage of these seminars to increase your financial knowledge and further define your financial goals.

--John J. Heuer, Vice President for Human Resources

Spending Account Claims

Reminder: Please note that your health and dependent care claims for the fiscal year July 1, 1997-June 30, 1998 must be received by Eastern Benefit Systems, Inc. (EBS) by September 30, 1998 in order to be eligible for reimbursement. If you have any questions about your account, please call EBS at 1-888-PENNFLX (1-888-736-6359), Ext. 213.

Medical/Dental Plan Directory

Please note the following correction to the Medical and Dental Carriers Directory, published in Almanac September 15, 1998:

Keystone Health Plan East and UPHS POS-(215) 241-CARE (2273) if calling from inside the Philadelphia area. Please do not call the other number printed (215) 241-2123, as this is not a member services number.

We apologize for this oversight.

--Division of Human Resources


Almanac, Vol. 45, No. 4, September 22, 1998

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