The University Record, September 16, 1998

Benefits, HRD collaborate on new Financial Planning Series

From the Benefits Office

The Benefits Office and Human Resource Development (HRD) are collaborating to present a new financial planning series and a new seminar on the University's retirement plan free to faculty and staff. Sponsored by the Benefits Office, the seminars will be presented at the new state-of-the-art HRD facility in the Administrative Services Building.

"Benefits has received many requests in recent years for financial education and HRD has heard similar requests," says Steve Sindlinger, the University's retirement plan administrator. "In response, we are glad to join with HRD to offer a new Financial Planning Series and a seminar on the University's retirement plan. There is no cost to attend, and we invite faculty and staff to bring along their spouse or partner, or someone else who needs to know about their University benefits."

The Financial Planning Series will cover topics from debt management and acquiring wealth to investing and estate planning. Six sessions are offered on different topics (see below). Faculty and staff may enroll in any or all of these sessions.

In addition, a separate two-hour seminar on the University's retirement plan is scheduled four times in 1998-99. Learn how to make the most of the U-M retirement plan. Representatives from both TIAA-CREF and Fidelity Investments will be present to answer questions, in addition to representatives from the Benefits Office.

This seminar is in addition to a more extensive 12-hour course, "Planning for Retirement," offered by the Benefits Office and HRD that has helped hundreds of faculty and staff prepare for a successful retirement.

To sign up for all or any of these free courses, register on HRD's Web site,, or at You can also use the form in the 1998-99 HRD catalog.

Financial Planning Series


How to Get Your Financial House in Order, Oct. 14. Kathryn Greiner, the "budget guru" from the University of Michigan Credit Union, will lead this introduction to financial planning and debt management.


Estate Planning, Nov. 6. Pam Horiszny, an Ann Arbor certified public accountant and certified financial planner, will cover the basics of estate planning.


Managing Your Investments, Dec. 2. A TIAA-CREF representative will cover the basics of managing your savings and investments.


Basics of Investing, Feb. 4. Learn financial terms, market terms, how to select the right investments for you from a TIAA-CREF representative.


Asset Allocation, Jan. 28. Pam Horiszny, CPA, CFP, will cover how to choose an appropriate investment strategy to match your comfort level with risk and your investment goals.


Risk Assessment and Modern Portfolio Theory, March 30. How do you measure investment risk, and plan for it in your investment strategy? Learn how from a TIAA-CREF representative.


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