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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

457b Roth Workshop | Register
Hosted by the Bureau of Deferred Compensation
The Bureau of Deferred Compensation invites you to register for one of its upcoming workshops that will cover an overview of the Florida Deferred Compensation Plan to include both the 457b Pre-Tax and 457b Roth payroll contribution options.

  • July 30 | 10 a.m.
  • August 6 | 2 p.m.
  • August 8 | 10 a.m.

Social Security and Your Retirement | July 16, 1 p.m.
Hosted by myFRS
How well do you know the role that Social Security will play in your retirement? This 60-minute workshop will walk you through the basics. Learn how to qualify for a benefit, how to obtain and understand benefit estimates and the rules for taxation of benefits. You’ll also get guidance on deciding when to start collecting.

In-person Homebuyer Education and Training Workshop | July 17, 9 a.m.
Hosted by the City of Gainesville
Individuals interested in the Down Payment Assistance Program (DPA), provides funding to eligible homebuyers to buy a home within the City limits of Gainesville, must complete this workshop.

Virtual First-Time Homebuyer Workshop | July 19 and July 26, 9 a.m.
Hosted by UF/IFAS Extension Orange County
Learn the steps to home ownership and how to obtain an affordable mortgage in this online 2- part class.

Understanding the FRS Investment Plan | July 24, 3 p.m.
Hosted by myFRS
This 90-minute FRS Investment Plan workshop is designed to help Investment Plan members better understand their benefits, while also helping FRS Pension Plan members determine if switching to the Investment Plan is the right move for them.

Nearing Retirement in the FRS | July 30, 10 a.m.
Hosted by myFRS
This 90-minute workshop focuses on discussing practical issues important for those nearing retirement. Topics include setting retirement goals, including income needs, and understanding your sources of retirement income, including FRS plans and Social Security.

Protecting Yourself and Your Loved Ones | Aug. 1, 2 p.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.

Investment Planning | Aug. 2, 10 a.m.
Hosted by myFRS
This 90-minute workshop provides a six-step process for managing your investments. We’ll discuss the different types of asset classes and how to allocate funds among your investment choices.

Using the FRS to Plan for Your Retirement | Aug. 7, 10 a.m.
Hosted by myFRS
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.

Take Control of Your Money for Renters | Aug. 7, 2 p.m.
Hosted by UF/IFAS Extension Orange County
Class is offered every first Wednesday of each month for free. 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

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!

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.

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.

Recorded April 2024

Mindfulness and Money

Stress around fi­nances and one’s relationship with money is one of the largest contributing factors to our cognitive and emotional well-being. Join UF/IFAS Wakulla County Extension Agent Samantha Kennedy and Duval County Extension Agent Samara Purvis, as they discuss financial self-care and what it means to have a clear understanding of how we earn, spend, give, save and manage our fi­nances.

Women Talk Money: Teen Girl Learning Series

Women report less confidence with investing and money—something that starts in their teen years. This free interactive learning series from Fidelity and Invest in Girls can help give your daughter a different story.

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

Make the most of your retirement benefits – For current employees

This session talks about how the 403(b) fits into the overall University of Florida retirement system, what are the benefits of participating and how to get signed up!

Additional resources:

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

Recorded April 2024

Make the most of your retirement benefits – For new employees

This session discussed the University of Florida retirement system, the different plans you can participate in and how to get signed up.

Recorded May 2024

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.

Recorded April 2024

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.

Recorded April 2024

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.

Recorded 2023

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 an estate plan, what kind of plan you might need and what steps you will need to take.

Turn Your Savings into Retirement Income 

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

Fundamentals of Retirement Income Planning

This workshop is for individuals who are starting to plan for retirement and want to learn about the key considerations for building an income plan.

Home ownership

Homebuyer Workshop

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

Recorded April 2023

Home Ownership Series Part 1: Get Ready to Purchase a Home

Are you financially ready to buy a home? Join UF/IFAS Duval County Extension Agent Natasha Parks as she covers the amount you need to save, how to boost your credit score and how to budget for home ownership.

Additional Resources:

Download the PowerPoint
UF/IFAS Extension Agents by County
2024 Money Management Calendar

Home Ownership Series Part 2: Financing Your Home Purchase

Hosted by UF/IFAS Washington and Holmes Counties Extension Agent Judy Corbus, and Jackson County Extension Agent Terri Keith. Conventional or FHA loan? Fixed-rate or adjustable-rate? Join us as we explore different mortgage options and programs available for first-time homebuyers.

Additional Resources:

How to request a VA home loan COE
USDA state offices
Florida Housing Finance Corporation
Single family home loan guarantees
Rural home loans (direct program)
Sample loan estimate form
Closing disclosure sample form
Finding a mortgage

Home Ownership Series Part 3: Steps to Home Ownership

Interested in buying a home? Join UF/IFAS Volusia County Extension Agent Lisa Hamilton as she walks you through the steps to home ownership, including tips for working with lenders, realtors and other professionals to close on your home purchase.

Investing

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.

Recorded April 2023

Basic Investment Concepts

Hosted by UF/IFAS Hillsborough County Extension Agent Lisa Leslie and Okaloosa and Walton Counties Extension Agent Jill Breslawski. This webinar covers foundational investment concepts. Our discussion will include time horizon, risk and asset allocation, and how to compare financial professionals and services.

Recorded April 2024

Take the First Step to Investing

This workshop is designed for participants who are currently enrolled in their plan and are now looking for help creating an appropriate investment mix through asset allocation and diversification.

Visit the Fidelity Net Benefits website to explore more resources.

Recorded April 2024

Investment Planning

This 90-minute workshop provides a six-step process for managing your investments.

Recorded July 2023