Carnegie Mellon University

Stacks of coins next to clock

February 26, 2019

Retirement Savings Workshops

Carnegie Mellon University’s Office of Human Resources and Vanguard invite you to learn more about retirement planning. Join us in the Cohon University Center’s Connan Room on Monday, March 18, 2019 for these interactive and informative workshops. Light refreshments will be served. Registration is encouraged, as space is limited. Don’t miss this opportunity to make a difference in your financial future.

9 to 10 a.m. — Vanguard’s Principles of Investing

Take your basic knowledge of investing to the next level with this workshop:

  • Gain a strong understanding of Vanguard’s investment philosophy
  • Put the four investment principles to work in your plan account
    • Create goals
    • Have the right investment mix
    • Minimize costs
    • Maintain discipline

Register via FocusU

Noon to 1 p.m. — Financial Freedom: Strategies for Reducing Debt and Saving More

Join us to learn how to:

  • Assess your current financial situation
  • Project your financial needs in retirement
  • Create a strategy to meet those needs

Register via FocusU

2 to 3 p.m. — Timeline to Retirement

Attend this meeting to learn about:

  • Major milestones associated with employer-sponsored retirement plans and other benefits
  • Social Security and Medicare
  • How to avoid significant tax penalties on withdrawals

Register via FocusU