The Daily Bulletin Archive

National Financial Literacy Month is recognized in April to encourage Americans to improve their understanding of financial principles and practices. The theme for 2014 is "Making Strategic Efforts for Financial Wellness."

Focusing on this theme, the following events are available this month to all employees, whether you wish to learn more about balancing a budget, managing credit cards, or saving for retirement.

One-on-One Consultations with Jeffrey Otterstein of VALIC Financial Advisors
Tuesday, April 8
Cleveland Hall 416
To schedule an appointment between 9:00 a.m. and 4:00 p.m., visit VALIC online.

One-on-One Consultations with Jason Bird of MetLife Financial Services
Thursday, April 10
Cleveland Hall 410
To schedule an appointment between 9:00 a.m. and 4:00 p.m., e-mail Jason Bird or call (716) 929-3378.

One-on-One Consultations with Richard Thompson of TIAA-CREF
Wednesday, April 16
Cleveland Hall 416
To schedule an appointment between 9:00 a.m. and 4:00 p.m., visit TIAA-CREF online or call (800) 732-8353.

Workshop – "Financial Life Planning: Merging Your Money and Your Life," conducted by ING
Wednesday, April 23
Cleveland Hall 418
Noon–1:30 p.m.
RSVP to molly@teamifs.com or call (716) 626-3928. Lunch will be provided.

Workshop – "Inside Money: Managing Income and Debt," conducted by TIAA-CREF
Tuesday, April 29
E. H. Butler Library 210
Noon–1:00 p.m.
RSVP online or call (800) 732-8353. Lunch will be provided.

The SUNY benefits web page also offers a variety of financial education and planning tools.

This month is a particularly appropriate time to recognize the importance of planning for tomorrow, so please take this time to reflect on your own planning and what you can do to ensure that you are saving enough for your future. Please note: all employees are eligible to participate in the SUNY Voluntary Savings Plan.

Please call the Employee Benefits Office at ext. 4821 with questions.