Financial Literacy Series

Encouraging financial awareness, education and engagement

In an effort to help employees make sound financial decisions, the Office of Human Resources is partnering with the South Carolina Retirement System to provide a series of no-cost financial literacy seminars.

Whether you are beginning your professional career or nearing retirement, the financial literacy seminars will provide you with the tools and resources you need to make informed decisions regarding your financial well-being now and in the future.

About the Seminars

The Financial Literacy Series is a program designed to provide personal finance education to Clemson University employees. Our seminars, presentations and online webinars elaborate on key topics like personal finance and debt management, budgeting, investments planning, retirement planning and risk management.


Registration can be completed online by visiting Tiger Training and retrieving your course within the Learning Library.


For questions about accessibility or to request an accommodation, contact the Office of Human Resources online at Ask-HR or by phone at 864-656-2000 for assistance. Requests should be made at least 24 hours prior to the event.

Current Seminar Schedule

The Financial Literacy Series is set to resume Spring 2021.

Access Recorded Seminars Below

The Roth Option: Is It Right For You?

Description: This quick introduction to Roth 401k and 457 accounts makes it easier to compare your supplemental retirement account options, so you can choose the retirement savings plan that’s best fits your needs. For those who are new to Roth accounts or need a refresher, this session provides the fundamentals of Roth 401k and 457 accounts to include how these Roth accounts work, benefits of a Roth 401k and Roth 457 account, comparing Roth 401k to Roth 457 accounts, and more.

Recorded Version: The Roth Option: Is It Right For You?

Risk Management in the 21st Century: All Insurance is Not Created Equal

Description: This seminar provides an overview of the risks that pose the greatest danger to your financial security and the role insurance has in addressing these risks. Explore the types of insurance and the appropriate and recommended coverage for each stage of life so that your financial future is protected.

Recorded Version: Risk Management in the 21

Planning for Financial Security

Description: This comprehensive seminar provides useful information about the main areas of financial planning: cash management, tax planning, risk management, retirement planning, estate planning, investment planning and long-term care.

Recorded Version: Planning for Financial Security

Financial Planning as a Millennial

Description: This seminar addresses the distinct challenges faced by a younger generation – such as increased student loan debt and underemployment – and provides guidance and strategies for early planning for a more secure financial future.

Recorded Version: Financial Planning as a Millennial

SC Retirement System (SCRS) Plan

Description: Covers the state retirement program, purchasing additional service towards retirement, retirement eligibility prerequisites, how retirement benefits are calculated, and benefits available to beneficiaries upon a member’s death.

Presenter: George Hazin, PEBA Retirement

Recorded Version: SC Retirement System (SCRS) Plan

Social Security Benefits

Description: Reviews social security topics, including retirement, survivor, disability, and Medicare benefits and how they are calculated.

Presenter: Corey Curtis, Social Security Administration

Recorded Version: Social Security Benefits

Retirement Income Strategies

Description: Discusses the importance of investing for a secure financial future. Outlines the different plans available through Clemson University.

Presenter: Bert Campbell, ACI Financial

Recorded Version: Retirement Income Strategies

Estate Planning

Description: Discusses the importance of establishing wills and trusts for the distribution of personal assets and the care of young family members. Reviews the different types of power of attorney and how they can be tailored to a person’s specific needs.

Presenter: James Anderson, Deer Oaks

Recorded Version: Estate Planning

State Retiree Insurance

Description: Discusses the state insurance program and member options Outlines when and how an employee can make changes to health and life insurance policies. Discusses the prerequisites needed to carry health insurance into retirement.

Presenter: Travis Wilson, PEBA Insurance

Recorded Version: State Retiree Insurance

Disclaimer: The opinions, guidance and comments of presenters are their own and do not represent the opinion of Clemson University. Clemson University cannot provide legal or financial advice to individuals. Speakers have been asked to provide general information on their topic. You should consult a professional for independent advice regarding your specific tax, investing, retirement, estate, insurance or legal needs for appropriate guidance for your specific situation.