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Financial Literacy Workshop Series
No matter what stage of life you are in, you can invest in your financial health — and your overall well-being — by empowering yourself and building new habits, such as saving for retirement, reviewing your insurance, managing your credit and creating a safety net.
Explore upcoming and on-demand financial literacy webinars, hosted by UF departments and campus partners and available to all UF faculty and staff.
Upcoming webinars
Roth and Traditional Retirement Accounts | August 5, noon
Hosted by UF/IFAS Extension Hillsborough County
We will discuss the timing of tax advantages and contribution and withdrawal rules. This session will provide information to help you compare options and make informed decisions.
Register for this webinar
Roth Conversion Basics | August 12, noon
Hosted by UF/IFAS Extension Hillsborough County
We’ll explore factors to consider in deciding whether Roth conversions fit your tax situation and long-term financial goals.
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UF Surplus at your Service | Sept. 2, noon
Hosted by UFHR Communications and Worklife and UF Surplus
From electronics to furniture and more, UF Surplus offers a wide range of items for sale to UF departments and the general public. Join us for an informational session where you’ll get a behind-the-scenes look at how UF Surplus works and how you can benefit from its diverse inventory.
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Shape Your Future, One Fund at a Time! | Sept. 10, noon
Hosted by UFHR Communications and Worklife and UF/IFAS
Join our sinking funds workshop and learn how to set aside the money you need without feeling cramped. We’ll break down the art of earmarking funds for big‑ticket goals — car, vacation, home repairs or that dream upgrade — and walk you through simple budgeting tools that make it effortless to stay on track.
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A Path to Financial Wellness | Sept. 15, noon
Hosted by Fidelity
Financial wellness isn’t just about having enough money—it’s about feeling confident and in control. In this workshop, we’ll explore 4 key pillars of financial wellness that can help you manage your money today while preparing for tomorrow. You’ll leave with knowledge, tools, and resources to help make confident, informed decisions that can support lasting financial security.
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Must Have Legal Documents | Sept. 23, noon
Hosted by UFHR Communications and Worklife and UFSelect Preferred Legal
From wills to trusts, powers of attorney, ways to secure your home and more — join UFSelect Preferred Legal attorneys Brian Samuels and Elizabeth Kominsky as they walk you through must-have legal documents.
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How to Begin Investing for Retirement | Oct.21, noon
Hosted by Fidelity
In this workshop, you’ll learn some key investing concepts, explore common asset classes, and discuss the importance of asset allocation and diversification. You’ll also learn different investment approaches to help you align with your goals, risk tolerance, and timeline when saving for retirement.
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Strategies That Can Help You Manage Your Money | Nov. 23, noon
Hosted by Fidelity
In this workshop, you’ll explore different strategies to manage your finances—starting with how to create a sound budget. We’ll also walk through how to build (or rebuild) your emergency savings fund and create a plan to prioritize and manage your debt. You’ll leave with the tools and tips you need to help you put your plan into action.
Register for this webinar
On-demand webinars
Financial Literacy 101
Explore on-demand webinars to enhance your financial knowledge.
Retirement and Finances
Explore on-demand webinars to help you prepare for retirement.