2015 HR/Benefits Workshops
You may enroll by logging on to http://uclearning.ucsd.edu . Space is limited and you must enroll to attend.
Date
Time
Feb. 17, 15 11:30 AM - 1:00 PM
Topic
Preparing for Retirement
TPCS, Suite 265A
Description
How to structure your portfolio for the transition to retirement.
What to expect? How will the expenses be compared to now?
Guest speaker: Bryan Stebel, CFP
Mar. 17, 15 11:30 AM - 1:00 PM
TPCS, Suite 265A
Maximizing Your Retirement
Income
Learn how to allocate your portfolio into inverstment vehicles that will maximize your
monthly income. Learn about Real Estate Investment Trust, Business Development
Co's and how to structure a bond ladder. Guest speaker: Bryan Stebel, CFP
Mar. 18, 15 11:30 AM - 1:00 PM
TPCS, Suite 265A
Planning Your Retirement
Income
Come see how to make your income last a lifetime. What
investments should you own for income? How much to withdraw
from your nest egg. Instructor: Bryan Stebel, CFP
Apr. 9, 15
Wills, Trust and How to
Cover Your Assets
Estate Planning: Discussion about wills and trusts. What is probate?
What are estate taxes? Guest speaker: Heidi Klippel, Esq.
Apr. 16, 15 11:30 AM - 1:00 PM
TPCS, Suite 265A
Investment Advanced
Learn about stocks, bonds and mutual funds and how their risk
and volatility differs. Learn how to read a prospectus and what to look
for. Learn how to properly diversify your portfolio.
Guest speaker: Bryan Stebel, CFP
May 21, 15 11:30 AM - 1:00 PM
TPCS, Suite 265A
Wills, Trust and How to
Cover Your Assets
Estate Planning: Discussion about wills and trusts. What is probate?
What are estate taxes? Guest speaker: Heidi Klippel, Esq.
May 28, 15 11:30 AM - 1:00 PM
TPCS, Suite 265A
Caring for Aging Parents:
Smooth Transitions
Helping baby boomers deal with the transition of aging parents.
Guest speakers: Heidi Klippel and Bryan Stebel
Jun. 16, 15 11:30 AM - 1:00 PM
TPCS, Suite 265A
Social Security and Medicare Proper Social Security planning, how to make sure your spouse
receives the maximum survivors benefit. Understand Social
Security before you file.
Speaker: Bryan Stebel
Jun. 18, 15 11:30 AM - 1:00 PM
TPCS, Suite 265A
Preparing for Retirement
How to structure your portfolio for the transition to retirement.
What to expect? How will the expenses be compared to now?
Guest speaker: Bryan Stebel, CFP
Jul. 21, 15 11:30 AM - 1:00 PM
TPCS, Suite 265A
Elder Abuse Awareness
Elder abuse and scams effecting the elderly.
Guest speaker: Heidi Klippel, Esq.
Jul. 23, 15 11:30 AM - 1:00 PM
TPCS, Suite 265A
Helping Seniors Stay in
Their Homes
The safe way of having your parents stay in their homes.
Guest speaker: Heidi Klippel, Esq.
Sep. 15, 15 11:30 AM - 1:00 PM
TPCS, Suite 265A
Social Security and Medicare Proper Social Security planning, how to make sure your spouse
receives the maximum survivors benefit. Understand Social
Security before you file.
Speaker: Bryan Stebel
Sep. 17, 15 11:30 AM - 1:00 PM
Getting Started
Retirement and Investment - How to get started and why
it is so important to get started early. Instructor: Bryan Stebel, CFP
Oct. 20, 15 11:30 AM - 1:00 PM
TPCS, Suite 265A
Wills, Trust and How to
Cover Your Assets
Estate Planning: Discussion about wills and trusts. What is probate?
What are estate taxes? Guest speaker: Heidi Klippel, Esq.
Oct. 27, 15 11:30 AM - 1:00 PM
TPCS, Suite 265A
Maximizing Your Retirement
Income
Learn how to allocate your portfolio into inverstment vehicles that will maximize your
11:30 AM - 1:00 PM
TPCS, Suite 265A
monthly income. Learn about Real Estate Investment Trust, Business Development
Co's and how to structure a bond ladder. Guest speaker: Bryan Stebel, CFP
Nov. 17, 15 11:30 AM - 1:00 PM
Investment Advanced
Learn about stocks, bonds and mutual funds and how their risk
and volatility differs. Learn how to read a prospectus and what to look
for. Learn how to properly diversify your portfolio.
Guest speaker: Bryan Stebel, CFP
Dec. 3, 15
Long-term Care and Other
Insurance Plans
Learn how the group plans work. What is long-term care insurance?
Do you need it? Instructor: Bryan Stebel, CFP
11:30 AM - 1:00 PM
TPCS, Suite 265A