Fiscal Wellness

Fiscal wellness is the ability to understand our financial situation. This involves being able to control and maintain a balance of income and expenditures. It is important to make financial decisions that allow one to save, invest and plan for the future.

WRS Webinars Offered in November and December

ETF (Department of Employee Trust Funds) is offering a series of 30-minute, live, interactive webinars designed to increase your understanding of Wisconsin Retirement System benefits. Individuals can also ask questions at the end of these sessions. Visit their webinar page to learn more about any of the following sessions.

5 Basic Steps to Your Retirement
https://attendee.gotowebinar.com/rt/6177398674628200193

Consider this webinar your quick reference guide to starting the retirement process within the next 12 months. We’ll review: choosing a termination date, how to request a retirement estimate – and how to read and understand it. We’ll also cover how to schedule a retirement appointment and – drum roll here — how to submit the retirement application.

  • Fri, Nov 1, 2019 12:30 p.m. – 1:00 p.m.
  • Thu, Nov 7, 2019 11:00 a.m. – 11:30 a.m.
  • Wed, Nov 13, 2019 11:30 a.m. – 12:00 p.m.
  • Mon, Nov 18, 2019 6:00 p.m. – 6:30 p.m.


Additional Contributions

https://attendee.gotowebinar.com/rt/7275365489430033666

Find out how making additional contributions to your WRS account can potentially increase your retirement. This webinar also provides examples of how contributions grow over time with interest, how to pay additional contributions (payroll deduction or direct pay), etc.

  • Mon, Dec 2, 2019 11:30 a.m. – 12:00 p.m.
  • Thu, Dec 12, 2019 6:00 p.m. – 6:30 p.m.
  • Tue, Dec 17, 2019 12:30 p.m. – 1:00 p.m.


Choosing When to Retire

https://attendee.gotowebinar.com/rt/2991479070862002947

This webinar will focus primarily on choosing your optimal termination and WRS benefit effective dates. The focus will include not only the “December versus January” decision, but also how retirement timing at any point during the year can affect your retirement annuity amount and other employee retirement benefits as well.

  • Fri, Nov 1, 2019 11:00 a.m. – 11:30 a.m.
  • Thu, Nov 14, 2019 6:00 p.m. – 6:30 p.m.
  • Thu, Nov 21, 2019 12:30 p.m. – 1:00 p.m.
  • Tue, Nov 26, 2019 11:30 a.m. – 12:00 p.m.
  • Thu, Dec 5, 2019 12:00 p.m. – 12:30 p.m.
  • Tue, Dec 10, 2019 12:30 p.m. – 1:00 p.m.
  • Tue, Dec 17, 2019 6:00 p.m. – 6:30 p.m.

 

How to Use ETF’s Online Retirement Calculator
https://attendee.gotowebinar.com/rt/4105621899758973185

ETF’s online retirement calculator, one of the most-used tools on our website, allows you to calculate an unofficial projection of your WRS retirement benefit at any point in the future. This webinar will cover where to find and how to use the calculator, specific information required for data entry (e.g., desired retirement date, spouse or partner’s birthdate, etc.) and how to interpret the results. There will be time at the end of the webinar to ask specific questions on this topic.

  • Wed, Nov 6, 2019 12:00 p.m. – 12:30 p.m.
  • Thu, Nov 14, 2019 11:00 a.m. – 11:30 a.m.
  • Wed, Nov 20, 2019 12:30 p.m. – 1:00 p.m.
  • Thu, Nov 21, 2019 6:00 p.m. – 6:30 p.m.

 

Preparing for Your Retirement
https://attendee.gotowebinar.com/rt/7855498608381434113

Who should attend? Employees who are planning to retire in the next 1 – 10 years.

Learn about your steps to retire with the WRS. Attend this event by live webinar! You will learn about the impact of contributions and investment returns on your account, when you can retire, your WRS annuity options, returning to work after you retire, what happens to your account when you die, health and life insurance, and more.

Questions are welcome during and after the event!

  • Wed, Nov 13, 2019 6:30 p.m. – 8:30 p.m.

 

Retirement Annuity Options
https://attendee.gotowebinar.com/rt/5945279676239897346

Choosing a WRS annuity option is one of the most important decisions you will face. This webinar will cover all of the WRS annuity options and help you understand them so that you can make an informed decision. We will also explain the important differences between a beneficiary and a named survivor.

  • Wed, Dec 4, 2019 6:00 p.m. – 6:30 p.m.
  • Tue, Dec 10, 2019 11:00 a.m. – 11:30 a.m.
  • Thu, Dec 19, 2019 12:30 p.m. – 1:00 p.m.

 

Variable Fund
https://attendee.gotowebinar.com/rt/2212152925566071297

In this webinar we will discuss the Variable Fund – what it is, how it differs from the Core Fund, and the effect participation in this fund may have on your retirement benefit calculations. We will also discuss how to elect to participate in the Variable Fund, how to cancel Variable participation, and the impact the timing of these decisions may have on your Wisconsin Retirement System benefits.

  • Thu, Nov 7, 2019 12:30 p.m. – 1:00 p.m.
  • Tue, Nov 12, 2019 6:00 p.m. – 6:30 p.m.
  • Wed, Nov 20, 2019 11:00 a.m. – 11:30 a.m.
  • Mon, Nov 25, 2019 12:00 p.m. – 12:30 p.m.

Register for a webinar

Please contact Human Resources at (920) 465-2390 or payrollandbenefits@uwgb.edu with any questions.

WRS Webinars Offered in October and November

ETF (Department of Employee Trust Funds) is offering a series of 30-minute, live, interactive webinars designed to increase your understanding of Wisconsin Retirement System benefits. Individuals can also ask questions at the end of these sessions. Visit their webinar page to learn more about any of the following sessions.

5 Basic Steps to Your Retirement
https://attendee.gotowebinar.com/rt/6177398674628200193

Consider this webinar your quick reference guide to starting the retirement process within the next 12 months. We’ll review: choosing a termination date, how to request a retirement estimate – and how to read and understand it. We’ll also cover how to schedule a retirement appointment and – drum roll here — how to submit the retirement application.

  • Fri, Nov 1, 2019 12:30 p.m. – 1:00 p.m.
  • Thu, Nov 7, 2019 11:00 a.m. – 11:30 a.m.
  • Wed, Nov 13, 2019 11:30 a.m. – 12:00 p.m.
  • Mon, Nov 18, 2019 6:00 p.m. – 6:30 p.m.

Choosing When to Retire
https://attendee.gotowebinar.com/rt/2991479070862002947

This webinar will focus primarily on choosing your optimal termination and WRS benefit effective dates. The focus will include not only the “December versus January” decision, but also how retirement timing at any point during the year can affect your retirement annuity amount and other employee retirement benefits as well.

  • Thu, Oct 17, 2019 12:00 p.m. – 12:30 p.m.
  • Fri, Nov 1, 2019 11:00 a.m. – 11:30 a.m.
  • Thu, Nov 14, 2019 6:00 p.m. – 6:30 p.m.
  • Thu, Nov 21, 2019 12:30 p.m. – 1:00 p.m.
  • Tue, Nov 26, 2019 11:30 a.m. – 12:00 p.m.

How to Use ETF’s Online Retirement Calculator
https://attendee.gotowebinar.com/rt/4105621899758973185

ETF’s online retirement calculator, one of the most-used tools on our website, allows you to calculate an unofficial projection of your WRS retirement benefit at any point in the future. This webinar will cover where to find and how to use the calculator, specific information required for data entry (e.g., desired retirement date, spouse or partner’s birthdate, etc.) and how to interpret the results. There will be time at the end of the webinar to ask specific questions on this topic.

  • Wed, Nov 6, 2019 12:00 p.m. – 12:30 p.m.
  • Thu, Nov 14, 2019 11:00 a.m. – 11:30 a.m.
  • Wed, Nov 20, 2019 12:30 p.m. – 1:00 p.m.
  • Thu, Nov 21, 2019 6:00 p.m. – 6:30 p.m.

Preparing for Your Retirement
https://attendee.gotowebinar.com/rt/7855498608381434113

Who should attend? Employees who are planning to retire in the next 1 – 10 years.

Learn about your steps to retire with the WRS. Attend this event by live webinar! You will learn about the impact of contributions and investment returns on your account, when you can retire, your WRS annuity options, returning to work after you retire, what happens to your account when you die, health and life insurance, and more.

Questions are welcome during and after the event!

  • Thu, Oct 24, 2019 6:30 p.m. – 8:30 p.m.
  • Tue, Oct 29, 2019 1:00 p.m. – 3:00 p.m.
  • Wed, Nov 13, 2019 6:30 p.m. – 8:30 p.m.

Variable Fund
https://attendee.gotowebinar.com/rt/2212152925566071297

In this webinar we will discuss the Variable Fund – what it is, how it differs from the Core Fund, and the effect participation in this fund may have on your retirement benefit calculations. We will also discuss how to elect to participate in the Variable Fund, how to cancel Variable participation, and the impact the timing of these decisions may have on your Wisconsin Retirement System benefits.

  • Thu, Nov 7, 2019 12:30 p.m. – 1:00 p.m.
  • Tue, Nov 12, 2019 6:00 p.m. – 6:30 p.m.
  • Wed, Nov 20, 2019 11:00 a.m. – 11:30 a.m.
  • Mon, Nov 25, 2019 12:00 p.m. – 12:30 p.m.

Register for a webinar

Please contact Human Resources at (920) 465-2390 or payrollandbenefits@uwgb.edu with any questions.

ETF Retirement Presentations in November in our Region

ATTENTION: Any employee considering retirement within the next 12 months or any employee within 1 year of minimum retirement age (age 50 for protective category employees or age 55 for all other categories):

The Department of Employee Trust Funds will be in Manitowoc, at Lakeshore Technical College on November 4th and 5th, 2019 and Green Bay, at Northeast Wisconsin Technical College on November 19th and 20th, 2019 to provide an overview of the retirement process and answer questions regarding your WRS retirement. Topics covered include, but are not limited to:  calculating your retirement pension, explanation of monthly annuity payment options, filling out retirement applications and beneficiary forms, future annuity adjustments, life insurance, health insurance, returning to work, etc.

ETF has tailored group appointment retirement sessions for members planning (or considering) retirement in the near future.  These sessions are similar to an individual appointment in Madison, with the same information presented, as well as the opportunity for WRS members to ask questions of knowledgeable, experienced ETF staff.

ENROLLMENT IS LIMITED.  These sessions tend to fill up quickly. If you wish to schedule an appointment for one of these sessions, please contact ETF at the number below as soon as possible. Registration for the Manitowoc sessions will close on Monday, October 21st. Registration for the Green Bay sessions will close on Tuesday, November 5th.

You must already have a retirement estimate to schedule an appointment to attend this session.  If you do not currently have a retirement estimate, you may order one when you schedule your appointment.  Other dates throughout the year and other locations throughout the state are available, if these dates are not convenient for you.

Ordering an estimate or scheduling an appointment does not require you to retire.  This can be for informational purposes only if that is all you need.

CALL 1-877-533-5020 TOLL-FREE TO SCHEDULE.

TIAA “Save Smart, Start Early” Free Workshop on October 14th

TIAA

The financial knowledge to help plan for whatever life brings

TIAA has experience helping people save and invest since 1918. We’re proud to share that knowledge with you in the form of fun, interactive and informative workshops. Here is a workshop that is coming soon to UW-Green Bay. You’re welcome to invite a colleague who may also want to attend!

Enrollment presentation:  Save smart, start early

Join us on Monday, October 14, 2019, from 3 – 4 p.m. at The 1965 Room in the University Union for a presentation designed to help you understand your UW Tax-Sheltered Annuity 403(b) Program options. It’s a lot easier to spend than save. But getting into a saving mindset now could make a big difference later. Start with a plan that works for you and follow it. It might be easier than you think.

The University of Wisconsin offers a comprehensive UW Tax-Sheltered Annuity 403(b) Program to meet the diverse needs of our community. Understanding your retirement savings options can help you make the most of them.

This presentation can help you understand:

  • Why you should enroll
  • How much you should save
  • What the basics of investing are

No matter where you are in life, you can plan and start saving for the retirement you want.

Come and learn how to create a plan that can help you reach your goals—on your time line.

Mark your calendar to attend!  Please contact payrollandbenefits@uwgb.edu or (920) 465-2390 if you have any questions.

Employee Assistance Program Webinars

The Employee Assistance Program (EAP), administered by FEI, provides UW employees and members of their household with confidential resources to address personal and/or work-related concerns. EAP services are offered at no cost to employees.

The 2019 Monthly Webinar Series is open for registration. Click here for webinar information and registration.

 

August 2019 Webinar: Put Your Compensation to Work

Date and Time: Wednesday, August 21, 2019 – 11:00am to 12:00pm Central Daylight Time

Description: During benefits enrollment, it’s easy to make the same benefit choices as last year – but the easy way might not be the best way. Take full advantage of the employee benefits available to you by uncovering “hidden” compensation opportunities you may not know about.

 

September 2019 Webinar: The Effects of Loneliness and Social Isolation

Date and Time: Wednesday, September 18, 2019 – 11:00am to 12:00pm Central Daylight Time

Description: Did you know that most lonely individuals are married, live with others and are not clinically depressed? Join us to learn how loneliness and social isolation can impact our health and longevity. Using a brain science perspective, we’ll discuss the connection between loneliness and increased health risks including suicide.

 

Webinar Registration: Registration is required. Click here to register. Follow the individual links on each webinar for registration.  Note: Employees must attend a webinar on their own time or consult with their supervisor for approval to attend.

 

Source: UW System Human Resources

WRS Webinars Offered in June

ETF is offering a series of 30-minute, live, interactive webinars designed to increase your understanding of Wisconsin Retirement System benefits. Individuals can also ask questions at the end of these sessions. Visit ETF’s webinar page to learn more about any of the following sessions.

Buying Service
If you are eligible to purchase service, doing so would increase your retirement or disability benefit. Find out how by viewing this webinar. We’ll cover the types of service you may be able to buy, how and when you can buy service, and much more. Eligible types of service include service earned during prior WRS covered employment and forfeited through a separation benefit and some types of service earned with other government employers.

  • Tue, Jun 4, 2019 6:00 p.m. – 6:30 p.m.
  • Mon, Jun 10, 2019 12:30 p.m. – 1:00 p.m.
  • Thu, Jun 20, 2019 12:00 p.m. – 12:30 p.m.
  • Fri, Jun 28, 2019 11:30 a.m. – 12:00 p.m.

Newly Retired? What to Expect
The Newly Retired webinar provides basic information for Wisconsin Retirement System members who have recently entered or are soon to enter Retirementretirement status. Topics include initial (“estimated”) retirement annuity payments, “finalized” payments and adjustments, post-retirement life and health insurance, and return to work rules under the WRS.

This is a 20-minute webinar with approximately 10 minutes available for questions and answers at the end of the webinar.

  • Mon, Jun 3, 2019 11:00 a.m. – 11:30 a.m.
  • Thu, Jun 13, 2019 11:30 a.m. – 12:00 p.m.
  • Thu, Jun 20, 2019 6:00 p.m. – 6:30 p.m.
  • Mon, Jun 24, 2019 12:00 p.m. – 12:30 p.m.

Preparing for Your Retirement
Who should attend? Employees who are planning to retire in the next 1 – 10 years.

Learn about your steps to retire with the WRS. Attend this event by live webinar! You will learn about the impact of contributions and investment returns on your account, when you can retire, your WRS annuity options, returning to work after you retire, what happens to your account when you die, health and life insurance and more.

Questions are welcome during and after the event!

  • Wed, Jun 5, 2019 6:30 p.m. – 8:30 p.m.
  • Tue, Jun 18, 2019 6:30 p.m. – 8:30 p.m.

Retirement Annuity Options
Choosing a WRS annuity option is one of the most important decisions you will face. This webinar will cover all of the WRS annuity options and help you understand them so that you can make an informed decision. We will also explain the important differences between a beneficiary and a named survivor.

  • Tue, Jun 4, 2019 11:30 a.m. – 12:00 p.m.
  • Wed, Jun 12, 2019 6:00 p.m. – 6:30 p.m.
  • Fri, Jun 21, 2019 12:00 p.m. – 12:30 p.m.
  • Thu, Jun 27, 2019 12:30 p.m. – 1:00 p.m.

Variable Fund
In this webinar we will discuss the Variable Fund – what it is, how it differs from the Core Fund, and the effect participation in this fund may have on your retirement benefit calculations. We will also discuss how to elect to participate in the Variable Fund, how to cancel Variable participation, and the impact the timing of these decisions may have on your Wisconsin Retirement System benefits.

  • Thu, Jun 6, 2019 11:00 a.m. – 11:30 a.m.
  • Tue, Jun 11, 2019 11:30 a.m. – 12:00 p.m.
  • Wed, Jun 19, 2019 12:00 p.m. – 12:30 p.m.
  • Mon, Jun 24, 2019 6:00 p.m. – 6:30 p.m.

WRS Benefits: For New and Mid-Career Employees
This one-hour webinar is designed for WRS members who are more than five years from retirement. ETF provides accurate information about WRS benefits early in a member’s career so that they can make sound, strategic decisions over the course of their careers.

Topics covered at each presentation include vesting requirements, various ways to enhance a WRS retirement benefit, purchasing service, military service credit, the Core and Variable Trust Funds, contribution rates, the importance of a beneficiary form and how to complete one, and how “life event” changes affect retirement benefits.

  • Thu, Jun 6, 2019 1:00 p.m. – 2:00 p.m.
  • Wed, Jun 12, 2019 11:00 a.m. – 12:00 p.m.
  • Tue, Jun 18, 2019 10:00 a.m. – 11:00 a.m.
  • Wed, Jun 26, 2019 6:00 p.m. – 7:00 p.m.

Register for a webinar

Please contact Human Resources at (920) 465-2390 or payrollandbenefits@uwgb.edu with any questions.

Backyard Chickens Lunch ‘n Learn held April 30th


IMG_0241 (2)

Thank you to Liz Biversie, Agricultural Educator with UW-Madison Division of Extension, for presenting the Backyard Chickens Lunch ‘n Learn on Tuesday, April 30th to 12 employees and students!  She IMG_0238shared a wealth of information including things to think about when considering raising backyard chickens, types of chickens that are good for laying eggs or providing meat, how much space you would need for each chicken, potential predators and diseases, and helpful resources available on the UW-Madison Division of Extension website.

Dr. Ron Kean, UW-Madison Division of Extension Poultry Specialist, also provided knowledgeable IMG_0237answers to our questions.  Monika Pynaker, UWGB Manager of Network Services, shared stories of her much-loved chickens, as well as helpful insight and pictures of her leghorns and their nice chicken coup!  Thank you to everyone who attended as well as Liz, Ron and Monika!