Financial WELLNESS

May Financial WELLNESS Workshops

Presented by
Lincoln Financial Group Advisors

To coincide with this month’s Essential Element #5 – Meticulously Manage Money & Minutes for Living WELL Aware at Texas A&M, WELLNESS WORKS! has partnered with Lincoln Financial Group to bring four exclusive workshops to Texas A&M employees from all generations:
  • Kick Start Your Retirement: Calling all 20-something year olds! (held May 15)
  • Envision Your Financial Future: At the mid-point of your career?(held May 18)
  • Baby Boomers Guide to Social Security:
    • Do you know how Social Security fits into your future? Find out how to make the most of your Social Security benefits.
    • Thursday, May 25 | 11:00am – 12:00pm  |  Rudder Tower 301
    • Register Here
  • Is TRS Enough?
    • Learn about the key components of the TRS plan. How is TRS calculated? Is TRS enough? What can be done to close the savings gap for a retirement that fits your goals?
    • Wednesday, May 31 | 1:00 – 2:00pm  |  General Services Complex (GSC) | Room 101A
    • Register Here
      • Unable to attend the workshop? Join us through TTVN Live Stream or Recording:  visit http://ttvn.tamus.edu, click on Live Streams (Webcasts) at the top of the screen, and select TTVN Stream 5 / UStream E. The workshop will be recorded and posted here 3-4 days after the event.

Online Presentations:

  • Managing Debt
    • Learn the proper balance between saving and spending in order to improve your financial health and prepare for retirement.
    • Watch Here
  • Traditional vs Roth Contributions
    • Learn more about these two types of plan contribution options and have a better understanding of which may be more suitable for your situation.
    • Watch Here
  • Retire Right
    • In just five simple steps, this short seminar teaches you how to creating a budget can help you plan your financial roadmap, save for retirement and other long-term goals, and minimize debt.
    • Watch Here

NEW! - TRS Financial Awareness Video Series

  • The Financial Awareness video series is provided by TRS for educational and informational purposes only. It is neither intended as tax or investment advice nor does it constitute a recommendation to buy or sell any security.
  • Details here
  • Flyer here