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
Registration can be completed online by visiting Tiger Training and retrieving your course within the Learning Library.
Accessibility
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 - Fall 2019
Creating a Budget
Having a budget is the foundation of financial well-being, and the basis of all long-term financial plans. In this session, we will cover the importance of having a budget and the steps to create an accurate, flexible monthly budget.
September 5, 2019
- 11 a.m. to 12 p.m.
- 1 p.m. to 2 p.m.
Cooper Library, Room #309, Presented by Mass Mutual
Tomorrow In Focus
Saving for your ideal retirement can often become challenging. In this session, we will discuss retirement planning, the real benefit of time in regards to saving, and the essential features of retirement investments.
September 12, 2019
- 11 a.m. to 12 p.m.
- 1 p.m. to 2 p.m.
Cooper Library, Room #309, Presented by TIAA
2019 Open Enrollment Sneak Peek
Open enrollment is an annual opportunity to assess your state insurance options, review dependent enrollment, and plan ahead for anticipated needs. We’ll provide an overview on the open enrollment process, look at what’s new for 2020 and what’s staying the same.
September 30, 2019
- 11 a.m. to 12 p.m.
- 1 p.m. to 2 p.m.
Administrative Service Building, Training Room, Presented by PEBA Insurance
Planning for the Future – Part 1
Designed for employees who are five to ten years from retirement, part 1 of this 2-part workshop includes information on state retirement benefits and retirement income strategies, social security, and estate planning.
November 13, 2019
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8:30am to 4:00pm
Hendrix Student Center, David Peebles Room
Planning for the Future – Part 2
Designed for employees who are five to ten years from retirement, part 2 of this 2-part workshop includes information on the emotional aspects of retirement, how to live longer and better in retirement, state retiree health insurance benefits, leisure and volunteering in retirement, and how to start the retirement discussion with your supervisor.
November 22, 2019
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8:30am to 4:30pm
Hendrix Student Center, David Peebles Room
Plan for 100
This seminar focuses on embracing the new longevity, rethinking life expectancy and addresses the challenge of outliving retirement savings. Start planning your 100 today!
December 2, 2019
- 11 a.m. to 12 p.m.
- 1 p.m. to 2 p.m.
Administrative Service Building, Training Room, Presented by AIG
Access Recorded Seminars Below
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Market Volatility Description: This seminar discusses how market volatility affects us all and how to react when changes in the market occur. In times of market uncertainty, know answers to questions like,1) should I stop saving, 2) are my investments relatively safe, 3) and what should I do with my retirement account? Recorded Version: Market Volatility |
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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? |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |