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Fiscal Fitness Week Jan. 22-25

Employees are invited to attend Fiscal Fitness Week events Jan. 22-25. There will be 11 sessions on a range of topics.

Human Resources also will hold open enrollment for the four voluntary benefits: term life insurance, accident insurance, critical illness insurance and universal life insurance.

Monday, Jan. 22, Olin Auditorium

11:30 a.m.-12:30 p.m.: Overview of Fiscal Fitness Week and information about open enrollment for voluntary benefit products: term life insurance, accident insurance, critical illness insurance and universal life insurance, presented by Dave Torri; area senior vice president, Higher Education Practice of Arthur J. Gallagher & Co.

2:30–3:30 p.m.: Retirement Readiness presented by Dave Torri.

Tuesday, Jan. 23, Wilson Center

8:30-9:30 a.m.: Live-Work Rock Island Housing Program. James Jones, financial education coordinator at the Rock Island Economic Growth Corporation, will discuss the assistance available for eligible homebuyers when purchasing a home within the Rock Island city limits.

11:30 a.m.-12:30 p.m.: "UMR  Know Before You Go! Being a Savvy Health Care Consumer." Paula Ryan, strategic account executive with UMR, will present.

2:30–3:30 p.m.:  "Benefits to Infinity and Beyond," tips for controlling health care costs and making the most of your health care plan. Chelsea Powers, client service consultant of Holmes Murphy, will present this session, an encore from last year.

Wednesday, Jan. 24, Wilson Center

8:30-9:30 a.m.: Budgeting 101, presented by Kyle Gott of Quad City Bank & Trust.

11:30 a.m.-12:30 p.m.: Little known facts about the Augustana benefits plan and an overview of the new earning statements. There also will be a Q&A with the payroll department.

2:30–3:30 p.m.: "Within Reach: Transitioning from Career to Retirement," presented by Patrick Windle and Jennifer Mcclure of TIAA.

Thursday, Jan. 25, Olin Auditorium

8:30-9:30 a.m.: "Smart Strategies for Claiming Social Security Benefits," presented by John Pavelka of Wells Fargo.

11:30 a.m.-12:30 p.m.: "Estate Planning Basics for Everyone!" presented by John Pavelka.

2:30–3:30 p.m.: Tax Reform: Major Changes and How They Could Affect You," presented by Olivia Melton, assistant professor of accounting at Augustana.

TIAA meetings

TIAA representatives will be on campus Jan. 23-24 to meet with employees individually and discuss retirement savings options. Contact Ashley Kilker at 794-7352 or ashleykilker@augustana.edu to set up an appointment.

Contact:

Lisa Sears, 309-794-7740

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