Passport to Financial Wellness: How to Play
Get ready for the Passport to Financial Wellness program, a fun new program coming in April to help you learn more about managing your finances and making sure you're prepared for the big game: retirement. Here's how to pick your Final Four and play:
1) To participate in the program, you attend two mandatory education seminars:
- 401(a) Educational Seminar
- 457(b) Educational Seminar
2) To get your passport properly "stamped," you will also pick two more investment seminars to attend. Your choices include:
Juggling Financial Goals:
- Learn about how to save for multiple things - a house, car, college, emergency fund, retirement
- Paying down debt
- Basic steps to help you organize and reach your goals
Get to Know Your Roth 457 Options (about the Roth, or after-tax, contributions option):
- Learn about Roth 457 contributions and conversions, which give you another tax-advantaged option in your 457 plan
- Discover how Roth 457 helps you benefit from tax-free withdrawals
- Evaluate whether Roth 457 makes sense for you
Your Saving and Investing Goals:
- Learn how to set goals related to how much you save
- Set goals for how you invest
- Explore how to make these goals more realistic for you
Build Your Investment Portfolio:
- Discuss approaches to selecting your investments
- Review strategies that can help you with these choices
- Find the right balance of risk and reward in a diversified portfolio
3) To register for the seminars:
- Register on PeopleSoft (Courses will be available effective 04/1/2016).
- Register at your agency HR Department.
- View the schedule of seminars at www.dcretire.com/education and click Event Registration.
4) Pick up a passport.
- Obtain a passport from a local representative at the first seminar you attend.
5) Turn in your passport to be eligible for giveaways!
- Get four stamps in your passport, and you'll receive a USB charger for your smartphone!
- Get four or more stamps in your passport to be entered into the Grand Prize drawing!
- One winner will receive an iPad Mini!
- Five winners will receive FitBits!
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