Financial Wellness Group Learning

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Financial Wellness Seminars and Webinars

The Pension Boards has scheduled a number of half-day pre-retirement seminars and monthly 45-minute webinars to help you meet your financial wellness planning goals. Please add the dates below to your calendar and look for email invites prior to each scheduled event.

Please Note: All seminars take place on a Wednesday from 12:00 p.m. to 4:00 p.m. ET. Power-Up Your Finances webinars take place on a Wednesday from 3:00 p.m. to 3:45 p.m. ET. Investment Watch webinars take place on Thursdays. Registration pages are updated shortly after each event. You will be able to register for a new event approximately four weeks before the next event date.

Upcoming Events in 2023

DateTopic
February 15 Inflation and Your Household Budget
Inflation eats away at your buying power over time, and the higher the inflation rate, the more you can feel the adverse impact on your day-to-day finances. We’ll help you better understand inflation, the causes behind it, and what you can do to protect your household’s bottom line.

March 15 Test Your Financial Literacy
This fun and interactive 30-minute webinar features:
   • A series of quiz questions on personal finance
   • An opportunity to learn or relearn essential terms and concepts
   • A discussion of resources for expanding your knowledge
March 29-30
3:00 p.m. to
5:00 p.m. ET
Planning for the Transition to Retirement (Seminar)
April 19 Creating a Disaster Plan for Your Finances
This 30-minute webinar covers:
  • How a pandemic, hurricane, flood, or other natural disaster can threaten your financial security
   • Emergency savings and insurance
   • How to safely store documents and other items you may need in an emergency
April 20 (First Quarter 2023) Investment Watch: Your Quarterly Financial Market Review
Throughout this quarterly series, our Investment team may discuss what is driving or shaping our economy, examine current news and the reasons behind current financial market activity and how that is impacting your PBUCC retirement funds, as well as provide our approach and updates to socially responsible investing initiatives.
May 17 12 Investing Mistakes to Avoid
Learn the 12 most common mistakes made by investors, how timing the market, under-diversifying, and other avoidable errors can threaten your ability to achieve goals; and how your EY financial planner and the resources of your EY financial planning website can help you make informed investment decisions.
May 31 Planning for the Transition to Retirement (Seminar)
June 21 Do I Have Enough Life Insurance?
Is there anyone in your life who depends on you financially? If so, you probably need life insurance to help protect their financial wellbeing in the event of your passing. But how much coverage do you need? We’ll give you a framework for figuring that out and talk about your options for getting life insurance that matches your circumstances.
July 19 Achieving Financial Success: Why You Might be Your Own Worst Enemy
This 30-minute webinar covers:
   • Mental biases that can diminish your ability to achieve goals
   • How to overcome the drive for instant gratification and other barriers to financial wellness
   • Useful tips you can use every day to build a more positive and productive relationship with money
July 20 (Second Quarter 2023) Investment Watch: Your Quarterly Financial Market Review
Throughout this quarterly series, our Investment team may discuss what is driving or shaping our economy, examine current news and the reasons behind current financial market activity and how that is impacting your PBUCC retirement funds, as well as provide our approach and updates to socially responsible investing initiatives.
July 26 Planning for the Transition to Retirement (Seminar)
August 16 Social Security and Your Retirement
This 30-minute webinar covers:
   • Guidelines for when you can start collecting Social Security
   • Factors to consider in deciding when to start
   • How your benefit will be calculated
September 13 Getting Ready for Medicare
Learn how Medicare works; how and when you should enroll; and what happens if you work past 65 and still have health coverage through your employer.
September 27 Planning for the Transition to Retirement (Seminar)
October 18 Surviving the Cost of College: Before, During and After
This 30-minute webinar covers:
   • Options for funding higher education
   • Tax breaks available while the student is attending college
   • Best ways to pay off student loans efficiently and affordably
October 19 (Third Quarter 2023) Investment Watch: Your Quarterly Financial Market Review
Throughout this quarterly series, our Investment team may discuss what is driving or shaping our economy, examine current news and the reasons behind current financial market activity and how that is impacting your PBUCC retirement funds, as well as provide our approach and updates to socially responsible investing initiatives.
November 15 Learn to Use EY Navigate (live demo)
EY provides a full range of no-cost financial planning services though EY Navigate™. Join us as we explore this multi-tier service designed to meet the financial planning needs of all employees, from those who prefer to learn and engage using “high tech,” to those who prefer a “high touch.”
November 29 Planning for the Transition to Retirement (Seminar)
December 13 Your Year-end Financial Checklist
Review your tax withholding; take full advantage of tax deductions; and learn other potential ways to prime your finances for a strong finish to 2023 and even greater progress for the year ahead.

Upcoming Events in 2024

DateTopic
January 18 (Fourth Quarter 2023) Investment Watch: Your Quarterly Financial Market Review
Throughout this quarterly series, our Investment team may discuss what is driving or shaping our economy, examine current news and the reasons behind current financial market activity and how that is impacting your PBUCC retirement funds, as well as provide our approach and updates to socially responsible investing initiatives.

Previous Power-Up Your Finances Recordings

Please click the links below to tune into previously-recorded webinars.

2022 

 Topic
investment watch

January 18

tax withholding

January 18

 estate planning

November 16: Estate Planning for Everyone (Webinar)

 investing basics

October 19: Investing Basics

 social security

September 21: Social Security

 path success

August 17: Navigating Your Path to Financial Success

 goal plan action

July 20: Top Financial Actions for Everyone

 finan planning

June: Psychology of Financial Planning

 retirement letters

May: 10 Simple Steps to Improving Your Retirement Readiness

 creditcard scissor

April 20: Eight Smart Ways to Reduce Debt

 w4 getty

March 16: Tax Withholding 101

hacker

February 16: Guard Yourself Against Identity Theft

maleatcomputer

January 19: Your 2022 Financial Resolutions


EY Holiday Schedule

2023 EY Holiday Schedule
Holiday Date
New Year's Day 2023 (Observed) Monday, January 2, 2023
Martin Luther King Jr. Day  Monday, January 16, 2023
Memorial Day
Four-day weekend
Friday, May 26, 2023
Monday, May 29, 2023
Independence Day
Four-day weekend 
Monday, July 3, 2023
Tuesday, July 4, 2023
Labor Day
Four-day weekend
Friday, September 1, 2023
Monday, September 4, 2023
Thanksgiving
Four-day weekend
Thursday, November 23, 2023
Friday, November 24, 2023
Christmas Day (Observed) Monday, December 25, 2023
New Year's Day 2024 (Observed) Monday, January 1, 2024