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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.
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.
In-person Homebuyer Education and Training Workshop | Sept. 18, 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.
On-demand webinars
Financial literacy 101
Your Money, Your WayLearn how to make your money work for you and your life utilizing basic financial planning skills. Additional resources: UF/IFAS Money Matters |
Boosting Your CreditLearn strategies to increase points and resolve negative issues to boost your overall credit score. Additional resources: |
Tax ResourcesEveryone’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 Tax PlanningThis 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 & SavingsThis 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: |
Let’s Talk CreditIn this webinar, you will learn how credit works and how it can help you reach your financial goals. |
Taking Control of Your FinancesThis 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 MoneyStress 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 SeriesWomen 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 HabitsIn 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 WealthThis webinar will help you develop financial plans and strategies to pay off debt, while continuing to build personal wealth. |
Protecting Yourself from FraudThis webinar will go over identity theft trends and scams — and how best to defend yourself from them. |
10 Strategies to Improve Your Financial StatusThe 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 HabitsThis 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 employeesThis 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 Recorded April 2024 |
Make the most of your retirement benefits – For new employeesThis 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 OnesThis 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 RetirementThis 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 RetirementThis 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 SavingsThis 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 RetireThis 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 GenerationsThis 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 IncomeThis presentation discusses different considerations and techniques for preserving and growing your savings in retirement |
Fundamentals of Retirement Income PlanningThis 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 WorkshopLearn 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 HomeAre 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 |
Home Ownership Series Part 2: Financing Your Home PurchaseHosted 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 |
Home Ownership Series Part 3: Steps to Home OwnershipInterested 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 InvestingWhether 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 ConceptsHosted 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 InvestingThis 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 PlanningThis 90-minute workshop provides a six-step process for managing your investments. Recorded July 2023 |