The following presentations are delivered by the Pension Boards or by Fidelity specifically for PBUCC Members. Please add the dates below to your calendar and look for email invites prior to each scheduled event.
Pension Boards
LSS Financial Choice
Fidelity
Upcoming Events in 2025
Date
Topic
Wednesday, January 22, 2025 12 p.m. to 4 p.m. ET
Planning for the Transition to Retirement Whether you are planning to retire soon or are in the middle of your career, clergy or lay, this seminar is designed to help you transition to retirement.
Wednesday, January 29, 2025 2 p.m. ET
INTRODUCTION PLUS: PSFL: Practical Steps to Achieve Loan Forgiveness Public Service Loan Forgiveness (PSLF) is a federal student loan program that forgives the remaining balance of any federal student loan after 120 payments for borrowers who work in the public sector. Up until recently very few have successfully achieved loan forgiveness through this program due to a lack of understanding of the policies and processes guiding it. This workshop is designed to teach public sector employees how to:
Start the payment count towards loan forgiveness.
Understand how to ensure payments qualify.
Define qualifying employment.
Request loan forgiveness once 120 payments have been made.
Thursday, January 30, 2025 3 p.m. ET
Investment Watch The Investments team will review 2024 year-end performance of its Lifetime Retirement Income Plan investment funds, provide a market outlook, review annuity increases for the Basic and Participating Annuity effective in 2025, and more.
Thursday, February 6 2 p.m. ET
Make the Most of Your Retirement Savings (Spanish) Este taller le ayudará a entender la importancia de ahorrar tanto como sea posible para su jubilación, cuánto ahorrar, diferentes tipos de cuentas para ahorrar para la jubilación y maneras de preservar y hacer crecer sus ahorros para durar toda su vida.
Monday, February 10 3 p.m. ET
LSS Introduction in MFVI new cohorts Introduction to LSS Financial Choice
Wednesday, February 26 2 p.m. ET
Make the Most of Your Retirement Savings
See the importance of saving as much as possible
Learn the benefits of saving more
Identify different retirement account types
Explore ways to preserve and grow savings
Tuesday-Wednesday, March 18 - 19 3 p.m. ET
Planning for the Transition to Retirement Whether you are planning to retire soon or are in the middle of your career, clergy or lay, this seminar is designed to help you transition to retirement.
Wednesday, March 26 2 p.m. ET
Social Security Basics Introduction to Social Security Retirement, Spousal, Disability, and Survivor Benefits
Wednesday, April 30 2 p.m. ET
Get a Financial Health Checkup Just like with our physical health, building financial health requires steps that we take daily, monthly, and annually. You will learn how to:
Assess your financial health on an annual basis with a financial health checkup.
Determine your “fin-metrics” that indicate financial health so you can set monthly goals to improve your stats.
Identify daily habits to practice that will help you build resiliency and achieve financial wellness.
Thursday, May 8 2 p.m. ET
Learn the Basics of When and How to Claim Social Security (Spanish) Si considera que el Seguro Social será su principal fuente de ingresos durante su jubilación, entérese de cuándo y cómo reclamar su beneficio.
Monday, May 19 3 p.m. ET
Building Financial Resiliency This workshop provides steps to reduce worry and stress in the case of an unexpected crisis and help you weather the storm. Resiliency is defined as the mental ability to recover quickly from illness or misfortune. In this workshop we will focus on preparing for periods of financial challenge so you can bounce back quickly. You will learn about the different layers of savings, how to budget flexibly, strategies to intentionally pay down debt, and what types of insurance you may want to have.
Tuesday, May 21 12 p.m. ET
Planning for the Transition to Retirement Whether you are planning to retire soon or are in the middle of your career, clergy or lay, this seminar is designed to help you transition to retirement.
Wednesday, May 28 2 p.m. ET
Take the First Step to Investing Learn key investing concepts, common investment types, and how to choose your investment approach.
Wednesday, June 25 3 p.m. ET
Mid-Career Financial Planning This presentation is designed for those 35 and older and will address some of the more common financial planning concerns and goals shared by those in their mid-career stage. Topics include saving and paying for college, saving, and investing for retirement, balancing competing goals and priorities, and insurance considerations.
Tuesday-Wednesday, July 22 - 23 3 p.m. ET
Planning for the Transition to Retirement Whether you are planning to retire soon or are in the middle of your career, clergy or lay, this seminar is designed to help you transition to retirement.
Fraud Prevention Become smarter than identity thieves and scammers. You will learn:
The different ways your information can be compromised.
Steps to prevent identify theft, including tips for being safe online and in financial interactions.
How to access free, effective resources to turn to if you are a victim of identity theft.
Friday, August 8 2 p.m. ET
Take the First Step to Investing (Spanish) Este taller está diseñado para los participantes que están actualmente inscritos en su plan y están buscando ayuda para crear una mezcla de inversiones adecuada a través de la asignación de activos y la diversificación.
Wednesday, August 27 2 p.m. ET
Money and Minimalism Transition from a life of conspicuous consumption, debilitating debt, and over-scheduled calendars.
Explore what living a minimalist life might look like for you.
Declutter your finances.
Combat external messages about identity and success that may be holding you back from living the life you want to live.
Wednesday, September 17 12 p.m. ET
Planning for the Transition to Retirement Whether you are planning to retire soon or are in the middle of your career, clergy or lay, this seminar is designed to help you transition to retirement.
Discover the forces shaping cybersecurity and fraud
Identify ways to protect against fraud and scams
Learn actionable steps to protect your accounts and identity
Wednesday, October 29 2 p.m. ET
Happier Holidays: Brain Tricks for More Joy, Less Stress During the winter holidays, society pressures us to spend heavily. Many people find that their spending does not create happiness, but stress and debt instead. Learn about:
Stress reducing techniques.
Planning ahead to take control.
Three core principles of personal finance that will help you get more fulfillment out of your holidays.
Thursday, November 6 2 p.m. ET
Identify and Prioritize Your Savings Goals (Spanish) Este taller le ayudará a empezar a pensar en las metas de ahorro que son importantes para usted y entender cómo puedes lograrlas
Tuesday-Wednesday, November 18 - 19 3 p.m. ET
Planning for the Transition to Retirement Whether you are planning to retire soon or are in the middle of your career, clergy or lay, this seminar is designed to help you transition to retirement.
Tuesday, November 25, 2025 2 p.m. ET
Invest Confidently for Your Future
Define your savings goals
Build an investment plan to help you optimize your savings
Understand the importance of continuously managing your plan
On-Demand Workshops
Build an Emergency Savings Fund
This mini-workshop provides tips to help you prepare for financial emergencies.
Create a Budget
Get help building your budget in this mini-workshop.
Five Money Musts
Designed for young professionals, this workshop will provide an overview of five core money concepts: budget, credit, debt, investing, and retirement.
Get a Handle on Your Current Student Loan Debt
This workshop will help you find a better way to pay off your student loan debt by introducing you to a number of different repayment approaches.
Identify and Prioritize Your Savings Goals
This workshop will help you start to think about the savings goals that are important to you and understand how you can achieve them.
Invest Confidently for Your Future
This workshop will help you look at your investments and understand how to build a long-term investment plan.
Learn the Basics of When and How to Claim Social Security
If Social Security is expected to be your primary source of income in retirement, learn when and how to claim your benefit.
Managing My Money: Budget, Emergency Savings, Debt, and Retirement Basics
This workshop will provide manageable strategies, tools, and tips that can help you take control of your spending, saving, and debt.
Manage Unexpected Events and Expenses
This workshop will help you learn how to take control of your budget and understand your financial options after an unforeseen event.
Maximize Social Security in Your Retirement Strategy
This workshop will help you understand different Social Security claiming strategies and take the next step to create your retirement income plan.
Navigating Market Volatility
This workshop will review what is happening in the markets and why – and help answer questions such as, “should I move my investments to cash right now?” and, “if I don’t yet have a plan for situations like this, where do I start?”
Organize, Plan, & Own Your Future
Designed for women, this workshop will show you how to organize your investments and build a plan to meet your financial goals.
Prepare for the Reality of Health Care in Retirement
This workshop will help you to understand the costs of health care in retirement, and how you can prepare for them.
Retirement Income Planning for Her
Designed for women, this workshop will help you learn about your retirement savings and how to plan for future income.
Take Control of Your Debt
Get help making a plan to manage and pay down your debt in this mini-workshop. PUBLIC LINK
