[an error occurred while processing this directive]
SAC Wealth Builders Club
[an error occurred while processing this directive]
Wealth Builders Club
Sponsored by the Staff Advisory Council, the Wealth Builders
Club evolved from the Cleveland Saves initiative to promote savings.
Visit the new site
www.americasaves.org.
The Club is run by participants that meet monthly to provide information and
assistance.
Club Meetings
The group meets from 12:00 noon to 1:00 p.m. (brown bag) on the fourth
Wednesday of each month (the Dampeer Room at Kelvin Smith Library is no longer available to us, so check date for specific location).
-
Wednesday, September 5, 2001 - HOMEWORK: keep a detailed list of
expenses until the October meeting. Need Help? Try Assess
Your Financial Situation from the Consumer Credit Counseling Service.
-
Wednesday, September 26, 2001 - Staff Development Seminar: "Successful
Personal Investing," presented by Harvey Salkin, Professor of Operations
(research interests are portfolio management via index based models) 12:00
noon to 1:00 p.m. in Strosacker Auditorium
-
Wednesday, October 24, 2001 - "Creating a Workable Household Budget" Amy
Sheldon, Human Resources Retirement Specialist
-
Friday, November 30, 2001, moved to KSL Room 301-A - "Educating
children in money matters" Teresa Pizzuto, Orthopaedics
-
Wednesday, December 19, 2001 - "Estate Planning" Shay Gresham Howard, Research
Administration
-
Wednesday January 9, 2002, Staff Development Seminar: "Organizing Your Finances:
Creating and Achieving Goals" Amy Sheldon, Human Resources, 12:00 noon to
1:00 p.m. in Strosacker Auditorium
- Wednesday, March 27, 2002- "Purchasing a Home and Understanding Mortgages" Christopher Jurcisin, licensed real estate agent
- Thursday, April 11, 2002- Video on Wheels: "The Art of Investing" from 12:00 noon to 1:00 p.m. in 209 Crawford Hall
- Thursday, April 18, 2002- Retirement Workshops with TIAA-CREF in 209 Crawford Hall You can reserve a space at these workshops by calling Kay Fulk or Alesia Powell at 1-877-209-3138.
- "Retirement Distribution Flexibilities - Strataties for Managing Your Income" 9 a.m. to 10:30 a.m. (appropriate for individuals within 10 to 15 years of retirement)
- "The 2001 Tax Law: Change Means Opportunity" 1 p.m to 2:30 p.m.
- Wednesday, April 24, 2002 - "Borrow/Spend/Save: credit savvy, managing cash flow, and
increasing savings." Kenneth F. Robinson, JD, CMFC, A Licensed Cambridge Advisor, owner of Practical Financial Planning, chartered mutual fund counselor designee, and CWRU Law School alumnus.
HOMEWORK: Net Worth, Cash Flow, Spending Plan Excel Workbook
- Wednesday, June 26, 2002
- Wednesday, July 31, 2002, moved to Crawford Hall Room 720 - "Understanding credit reports" Charlene Hollowell, Consumer Credit Counseling Service
- Friday, August 16, 2002 - The Women & Money program is designed to empower women with the tools they need to make
more informed decisions about their personal finances. It is part of my effort to share the Treasury's
financial expertise with Ohio citizens. Registration for this free program begins after July 8 through www.ohiowomenandmoney.org
- Wednesday, August 28, 2002
- Wednesday, September 25, 2002
- Thursday, September 26, 2002 - Staff Development Seminar: "Successful Financial Investing," presented by Charlie Thomasson, American Express Financial Advisors, Inc. (Strosacker Auditorium)
- Wednesday, October 23, 2002 - "Building Your Financial Future" Rhonda Byrom, TIAA-CREF in 209 Crawford Hall.
This presentation is appropriate for employees who are interested in conducting a
self-assessment of their financial situation. They are shown how to complete their own financial plan by
reviewing topics such as cash flow and net-worth statements, establishing goals, choosing appropriate
financial products, investment strategies, and protecting income and assets.
- Saturday, November 16, 2002 - "Cleveland Saves Second Annual Celebration for Savers," 11 a.m. to 2 p.m. at the Visiting Nurse Association.
- Wednesday, November 20, 2002 *exception
- Wednesday, December 18, 2002 *exception
- Thursday, December 19, 2002 - Staff Development Seminar: "The Details of Stocks, Bonds and Such," presented by Charlie Thomasson, American Express Financial Advisors, Inc. (Strosacker Auditorium)
Meeting Protocol
The informal group will support and encourage each other to meet personal
financial goals, share successful strategies to save money. Collectively,
a running total of savings/debt repayment will be recorded (through anonymous
submission). (For example, the group built $10,000 of wealth by December
2002.) Members will take turns researching a topic and sharing their findings.
Financial experts will be scheduled to speak on particular topics of interest.
Who is a Cleveland Saver? Any Greater Cleveland-area resident
who agree to work toward a savings goal such as home ownership, school tuition,
retirement, or even debt repayment. Cleveland Savers set a monthly savings
goals of as little as $10 then try to save this amount each month. Call
the ClevelandSaves Moneyline (216) 781-8090 for information.
ClevelandSaves Second Annual
Celebration for Savers on Saturday, November 16, from 11 a.m. to 2 p.m.
at the Visiting Nurse Association, 2500 E 22nd Street, Cleveland. Let's
celebrate your savings success and the success of this first in the nation's
program. The event will include entertainment, raffles, kids' corner, food,
free financial advice available, surprises, and "Show Me the Money" mini-workshops that include:
Credit Reporting Agencies
Stop "instant credit" from being granted to you by contacting the three major
credit reporting agencies, ask for the fraud department, and tell them to
put a "fraud warning" on your report. Let them know you do not want new
credit granted unless the lender contacts you at your home phone
number. They may ask if you have been a fraud victim--which may deny the
warning being added to the record of someone who answers "no."
This will help to defeat one of the common ways in which identity thieves
abuse others' credit. Note that there are other ways in which your
identity can be stolen. It will also lock you out of deals where the
merchant says, for instance, that you can have 10% off if you apply for
their card and get approved today.
Equifax P.O. Box 740241, Atlanta, GA 30374-0241; (800) 685-1111
http://www.equifax.com/
Experian (formerly TRW), P.O. Box 2002, Allen, TX 75013; (888) EXPERIAN (397-3742)
http://www.experian.com/consumer/index.html
Trans Union P.O. Box 1000, Chester, PA 19022; (800) 916-8800
http://www.transunion.com/
Personal Finance Web Sites
FinanCenter, Inc. provides, through this web site, certain information,
including but not limited to: research tools including calculators, comparison-shopping
tools and educational materials, ratings and earning estimates related
to companies whose securities are publicly traded, and other information
relating to personal finance (collectively, the "FinanCenter Information").
www.financenter.com/index.fcs
Money Manager Basics from the Consumer Credit Counseling Service
Gaining control over your personal finances is a major accomplishment
that will give you and your entire family more confidence about the future.
Careful planning and applying wise money management techniques can help
you live within your means, reduce debt, handle emergencies and save for
the future.
www.cccsstl.org/moneybasics.htm
1998 National Summit on Retirement Savings Background Materials
The first National Summit on Retirement Savings, called for by the
Savings Are Vital to Everyone's Retirement Act of 1997 (SAVER Act) was
held June 1998 in Washington, DC. The Summit was co-hosted by the President
and the Congressional leadership in the House and Senate. The SAVER Act
calls for a second Summit in 2001 and a third in 2005.
www.asec.org/saversummit/1998summit/backgrnd.pdf
Personal Finance from Ohio Treasurer of State Joseph T. Deters
Empowerment begins with information. Armed with the right resources,
consumers are better prepared to make difficult financial decisions. This
section offers a wide range of useful financial articles and links.
http://www.treasurer.state.oh.us/consumer.htm
Project Money Smart from Federal Reserve Bank of Chicago
The Federal Reserve Bank provides personal finance information on a
variety of topics such as spending money, credit cards, frauds and scams,
using credit wisely, budgeting and saving, mortgages, and financial institutions.
www.chicagofed.org/consumerinformation/projectmoneysmart
Section 529 Plans: College Savings and Estate Planning information
from TIAA-CREF web site. Qualified State Tuition Plans ("QSTPs" or "Section
529 plans") established under Section 529 of the Internal Revenue Code
offer federal income tax deferral on earnings and may also provide state
tax advantages. What's more, the estate planning provisions in Section
529 may be as valuable to you as the college savings will be for your beneficiaries.
www.tiaa-cref.org/siteline/gen0102_028.html
[an error occurred while processing this directive]