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Listed below are the past lectures and presentations (when available) from the 2007 Healthy, Wealthy and Wise financial education seminar series.

Trusts / Wills
May , 2008
Estate Plan Outline
Estate Planning Asset Protect Outline
Rebecca Sealy Hospital Rms. 1.504, 1.506, 1.508

 

Wheels 101
January 2008 
Rebecca Sealy Hospital Rms. 1.504, 1.506, 1.508

Tax Planning
February 2008 
Rebecca Sealy Hospital Rms. 1.504, 1.506, 1.508

How to Pick Mutual Funds (Difference Between Mutual Funds and Annuities
March 2008 
Rebecca Sealy Hospital Rms. 1.504, 1.506, 1.508

Asset Allocation / Diversification
April 2008 

Rebecca Sealy Hospital Rms. 1.504, 1.506, 1.508

 

 

Understanding a Performance Summary Sheet
June 13, 2007 
Rebecca Sealy Hospital Rms. 1.504, 1.506, 1.508

Would you like to know how to read and understand a performance summary sheet? If so, then please attend an informative presentation that will shed some light on this subject.

How to Pick Mutual Funds
(& Differences between Mutual Funds and Annuities)
May 16, 2007 
Rebecca Sealy Hospital Rms. 1.504, 1.506, 1.508
What are the differences between mutual funds and annuities? Are there differences in fees, tax implications and distributions? What exactly are mutual funds and how do you choose one? Join us for an informative presentation that will answer these questions and many more.

 

Wills
April 17, 2007 
3.324 Levin Hall
How much do you know about wills? Are you wondering if you need one? How would you begin that process? Find out at this session of Healthy, Wealthy and Wise. 

 

How To Buy A Car
March 8, 2007 
Are you in the market for a new set of wheels? Even if your answer is "not right now," it's in your interest to attend this session of Healthy, Wealthy and Wise. Consumer advocate Remar Sutton will show you how to get the information you need to feel confident about your next auto purchase.

 

Roth 403(b)
February 22, 2007 
Your UTSaver Tax-Sheltered Annuity Program now gives you the opportunity to contribute after-tax dollars through a Roth 403(b) option. Does a Roth make sense for you?

 

All About Trusts
January 25, 2007

 

Long Term Care - Do I need It?
December 13, 2006
The kids are finally out of the house—have you considered the prospect of moving in with them? Think it can't happen to you? Thirty percent of today's 20-yr-olds will become disabled before age 67!

 

Estate Planning - It's Not Just for the Wealthy
November 29, 2006
You can't take your stuff with you when you go, so what happens to it when you're gone? Want a judge to decide who will raise your kids? What is probate, and do you need one?

 

Life Insurance:  How Much Do You Really Need?
October 19, 2006 
Know the primary reasons to carry life insurance? Can you be over-insured or under-insured?  See the presentation (PDF).

 

College Savings Plans
September 21, 2006 

Living in Retirement Without Running Out of Money
August 24, 2006 

Planning Ahead for Retirement  
POSTPONED
July 20, 2006 

UT Supplemental Retirement Plans
June 15, 2006

Habits of Successful Investors
May 24, 2006

UTFLEX: Can You Use It?
May 12, 2006

Understanding Your Credit Score
April 20, 2006 
April 21, 2006

Creating Your Own Investment Portfolio
April 12, 2006 

IRAs
Wednesday, March 22, 2006 
Please feel free to bring your lunch; water and fruit will be provided. Seating is available for 75 people. To ensure that we can accommodate all our guests, RSVPs are required. See the presentation (PDF).

Investment Basics 101
Thursday, March 2, 2006
Can you tell a stock from a bond from a mutual fund? Are you curious about investing, but intimidated by unfamiliar terms or unknown risks? Investment Basics 101 will offer an overview and definition of investment types—stocks bonds and mutual funds—and present some market trends and investment concepts.

How to Buy a Home
Friday, February 24

What you don't know in the mortgage world can hurt you. Will you pay too much for your first home? For your next home? What does a REALTOR® actually do to earn all that commission? See the presentation (PDF).

Additional details and the ability to RSVP will be added as each dates nears.
Other topics and dates may be added.
Please check back for more information.

Question? Call or contact UTMB Benefits Services.
Phone: (409) 772-2630
Email: finance.benefits@utmb.edu