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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.

Below you will find live and on-demand webinars available to UF faculty and staff aimed at increasing financial literacy and developing healthier financial habits. Check back regularly for new webinars!

Upcoming webinars

Homebuyer Education & Training Workshop | Feb. 20, 9 a.m.
Hosted by the City of Gainesville
This in-person workshop will take place at the Thomas Center from 9 a.m. – 4 p.m. and will walk homebuyers through the process and give participants helpful information including how to choose a qualified lender and inspector.

Learn the basics of how and when to Claim Social Security | Feb. 20, 12:15 p.m.
Hosted by Fidelity
In this webinar, you will learn about Social Security, understand considerations for claiming Social Security benefits and decide when to take Social Security benefits.

Taking Control of Your Finances | April 1, 1 p.m.
Hosted by myFRS
This 90-minute workshop is designed to help evaluate your current spending habits and create a plan to help accomplish your financial goals.

Protecting Yourself and Your Loved Ones | April 2, 10 a.m.
Hosted by myFRS
This 90-minute estate and insurance planning workshop is designed to assist you in understanding the importance of protecting yourself and your entire family.

Take Control of Your Money for Renters | April 3, 5–8 p.m.
Hosted by UF/IFAS Extension Orange County
Class is offered every first Wednesday of each month. Who Can Take the workshop? Residents looking for income-based assistance programs. Anyone wanting to become a more savvy renter. Residents wanting to apply for the Our Florida Rental Assistance Program.

 

On-demand webinars

Financial literacy 101
Your Money, Your Way

Learn how to make your money work for you and your life utilizing basic financial planning skills.

Additional resources:

UF/IFAS Money Matters
Money Management Calendar
UF/IFAS Financial Counseling
Annual Credit Report

Boosting Your Credit

Learn strategies to increase points and resolve negative issues to boost your overall credit score.

Additional resources:

Annual Credit Report
UF/IFAS Financial Counseling

Tax Resources

Everyone’s taxes look a little different. Learn the basics to get you prepared and resources you can use to make filing your taxes easy peasy.

Additional resources:

Choose your tax preparer wisely
Income reporting documents checklist
Self-employment deductions checklist
Tax withholding estimator
“Do Your Taxes Yourself”
Tax withholding calculator
UF/IFAS Financial Counseling
Money Matters UF/IFAS resources
Check your refund

Homebuyer Workshop

Learn home refinance basics, renting versus buying, how much you can afford, and the home-buying process.

Budget & Savings

This webinar will provide you with the budgeting tips and tools you need to build a savings plan that will help you reach your goals.

Additional resources:

Budget Toolkit handout

Let’s Talk Credit

In this webinar, you will learn how credit works and how it can help you reach your financial goals.

Fundamentals of Investing

Whether you are just getting started investing or want to play a more active role in your investment decisions, this workshop is for you.

Taking Control of Your Finances

This 90-minute workshop is designed to help evaluate your current spending habits and create a plan to help accomplish your financial goals. Tips for reducing expenses, managing debt, repaying student loans and making decisions on the best use of available funds will be explored.

Income Tax Planning

This 90-minute tax planning workshop will help you understand the basics of the Federal tax form 1040, help you learn ways to reduce your taxable income, and even exclude some income from tax altogether!

Building healthy financial habits
8 Healthy Financial Habits

In this webinar, you will learn simple steps you can follow to help you better manage your money today and save for your long-term goals.

Paying off Debt While Building Wealth

This webinar will help you develop financial plans and strategies to pay off debt, while continuing to build personal wealth.

Protecting Yourself from Fraud

This webinar will go over identity theft trends and scams — and how best to defend yourself from them.

10 Strategies to Improve Your Financial Status

The 10 financial tips discussed in this webinar can help you on the road to financial well-being during challenging times.

The Psychology Behind Saving Money and Other Good Financial Habits

This webinar examines research related to how and why people save vs. spend, and identifies strategies for participants to change their financial mindset and develop new habits.

Retirement and finances
Explore UF Voluntary Savings Plans

Join UFHR Benefits and Fidelity to learn about the 403(b) and 457(b) voluntary savings plans, available to faculty, TEAMS, USPS and OPS employees — including housestaff/residents, graduate assistants, postdocs and adjunct faculty.

Additional resources:

Voluntary 403(b) plan
Voluntary 457(b) plan
State retirement plans
Contact UFHR Benefits
Schedule an appointment with Fidelity

Using the FRS to Plan for Your Retirement

This 90-minute retirement planning workshop provides an overview of the FRS and helps you understand the nuts and bolts of planning for your retirement.

Protecting Yourself and Your Loved Ones

This 90-minute estate and insurance planning workshop is designed to assist you in understanding the importance of protecting yourself and your entire family.

Turn Your Savings into Retirement Income 

This presentation discusses different considerations and techniques for preserving and growing your savings in retirement

Prepare for the reality of Health Care in Retirement 

This presentation helps you better understand the costs of health care in retirement and how one can prepare for them.

Make the Most of Your Retirement Savings 

This presentation helps participants understand the different ways they can save for retirement and how to keep their assets growing during retirement.

5 Questions to Ask Before You Retire

This webinar covers the five most common questions that need to be addressed to ensure you are financially prepared for retirement.

Preserving Your Savings for Future Generations 

This webinar will go over what is a estate plan, what kind of plan you might need and what steps you will need to take.