Financial and Retirement Planning Workshop for Support Staff Ages 40+, Register Now!

January 16, 2019
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You're invited to attend a 2019 Financial Planning Workshop, conducted by an independent certified financial planner. This workshop is designed to help Support Staff ages 40+ make decisions about their personal financial goals and retirement planning. 

The following topics will be covered:

  • Health benefits during retirement and introduction to retirement planning
  • Retirement income sources and investments
  • Estate planning, distribution of assets and federal gift and estate taxes

The workshop will be held Friday, May 10, 2019, in the Hammer Health Sciences building (701 W. 168th Street), LL, Room 209A & 209B, from 12:00 p.m. to approximately 2:00 p.m.; lunch will be provided. You may want to consider taking the Intercampus Shuttle to and from this location. 

Register now. Registration is on a first come, first served basis.

Note: Attendance is voluntary. To attend this workshop, you must obtain your manager’s approval before registering. Please be aware that you are required to return to work in a timely manner at the conclusion of the workshop. You will not be eligible for additional compensation while you are attending this workshop.

If you register for a workshop and need to cancel, please do so as soon as possible. For all workshop-related questions, contact the Benefits Service Center at 212-851-7000 or email hrbenefits@columbia.edu.