Lawrence Livermore National Laboratory


FINANCIAL EDUCATION WORKSHOPS

The Benefits Office has scheduled a series of workshops to provide information intended to increase your awareness of programs available to enhance your future financial security.

Upcoming Sessions:

Quarterly Market Update
12 p.m. to 1 p.m., Thursday, February 15, in Building 543, Auditorium.

This workshop will be presented by Fidelity Investment and will identify the driving forces of recent developments in financial markets. It will provide an understanding of how to develop various investment strategies to help participants make a plan to stay on course in any market.

Attendance is open and no pre-registration is required. Bring your lunch and your questions.

Estate Planning
12 p.m. to 1 p.m., Tuesday, February 20, in Building 543, Auditorium.

This workshop is designed for employees interested in learning more about methods to preserve assets and ensure that assets are distributed in the manner and timeframe that is best suited to your family needs. You will also learn the impact that alternate asset structures have on future taxes.

Attendance is open and no pre-registration is required. Bring your lunch and your questions.

Identify and Prioritize Your Savings Goals
12 p.m. to 1 p.m., Wednesday, March 7, in Building 543, Auditorium.

This this workshop you will learn how to identify, prioritize and fund your savings goals. You will gain insight and understanding on where to save for each goal and what steps to take to save for your future goals.

Attendance is open and no pre-registration is required. Bring your lunch and your questions.

Basic Guidance to Optimize 401(k) Plan Benefit Potential
12-1 p.m., Wednesday, March 14, Building 543, Grand Canyon Room 1258.

This workshop will provide a basic overview of contribution limits and available investment options of the 401(k) plan as well as how to enroll.

Attendance is open and no pre-registration is required. Bring your lunch and your questions.

Comprehensive Retirement Education Workshop
8 a.m. to 4:30 p.m., Thursday, April 19, Building 123 Auditorium.
This full-day workshop is designed especially for those within 10 years of retirement. It will provide attendees with a complete overview of the retirement benefits available to Laboratory employees, including the LLNS 401(k) retirement plan, LLNS Defined Benefit Plan and eligibility requirements for continuing health and welfare benefits after retirement. Participants will receive information to assist in evaluating the financial impact of electing various payment options and discover methods to minimize possible taxes and/or penalties on distributions. In addition, this workshop will provide participants with a comprehensive look at Social Security and Medicare, long-term care, investment options after retirement, estate planning techniques and a host of other retirement planning tips. The workshop is a "How To" primer for those who want the facts on retirement as participants will be given the opportunity to present their questions to subject matter experts.

Pre-registration is required for this workshop and seating is limited. Employees may register a guest to accompany them. Badging for a guest is the responsibility of the employee. There is no cost to register. To register click here.


For a complete list of the 2018 financial education workshops, click here.