To help you plan for the future, Human Resources is offering retirement education seminars. Run by TIAA-CREF and the Vanguard Group, the seminars will teach you the basics on retirement investing and bring you up to speed on the new tax law changes for retirement planning.
A Penn benefits specialist will also be on hand to explain next year’s salary deferral forms. Seminars are held in the Ben Franklin Room, 218 Houston Hall, 3417 Spruce St. Pre-registration not required. Refreshments served.
Investments: Beyond the Basics
The Vanguard Group will teach you how to build a well-diversified portfolio in this seminar. Topics include defining investment strategies, setting sub-asset allocation targets, selecting active and passive investments, and evaluating mutual funds.
- May 10, 11:30 a.m. to 12:30 p.m.
Retirement Distribution Options
This Vanguard Group presentation, designed for those age 50 and over, will explain distribution options (which affects your access to your money once you retire), tax and beneficiary planning, and post-retirement investment options.
- May 10, 1:30 p.m. to 2:30 p.m.
Developing an Investment Strategy
TIAA-CREF will point out the key issues to consider when developing an investment strategy. Demonstrate your understanding by answering the risk tolerance/asset allocation questionnaire given at the end.
- May 14, 11:30 a.m. to 12:30 p.m.
Retirement Distribution Flexibilities
Participants over age 50 will receive guidance on selecting the most suitable retirement distributions using TIAA-CREF’s needs-based approach.
- May 14, 1:30 p.m. to 2:30 p.m.
Take control of your career with these classes, just a sampling of the many courses coming up soon from Human Resources. Classes meet at 3624 Market St., Suite 1B South, unless otherwise noted. For information, call 215-898-3400 or visit www.hr.upenn.edu/learning. Registration required.
Leading Your Team Into the Future
This two-day American Management Association seminar will teach managers the tools and techniques for counseling, team building, conflict resolution, delegation and managing multiple priorities.
- June 11 and June 12, 9 a.m. to 5 p.m., $50
Leadership and Strategy
A top consultant for AT&T, Cargill and Eastman Kodak, C.K. Prahalad is a master at using converging media to shape the way people experience events. He leads this live, interactive satellite broadcast, followed by a 30-minute Q&A session.
- June 12, 11 a.m. to 12:30 p.m., Class of 1962 Auditorium, John Morgan Building, free
Words at Work
This writing program will give you an updated, practical, no-nonsense perspective on today’s business writing. You’ll learn how to transform tentative, imprecise writing into effective communication.
- June 12, 13 and 14, 9 a.m. to noon, $50
Originally published on May 9, 2002