Visit the Board of Trustees’ website ataustincc.edu/board

Visit the president’s website ataustincc.edu/pres

Austin Community College is an affirmative action, equal opportunity educational institution.

HR FY13 5/13

A special thanks to the following companies for sponsoring:• Breakfast – A+ Federal Credit Union

• Lunch – ING Financial Advisors

• Afternoon Treat – Valic

Also to Bank of America for making a contribution towards the event!

ORP/TSA Vendors • Ameriprise Financial

• Fidelity Investments

• ING Financial Partners

• Lincoln Financial Group

• Security Benefit Group

• TIAA-CREF

• USAA Annuity & Life Insurance Co.

• Valic

Grandfathered Vendors(No New Investors Allowed and No More Contributions after December 31, 2008) • Conseco (Great American Reserve Insurance)

• Jefferson National Life

• Merrill Lynch

• Midland National Insurance Co.

• Pioneer Investments

• T. Rowe Price

• Van Kampen Investment

• Vanguard

• Zurich Life (Kemper Investor’s Life) Insurance Co.

—Dave Ramsey

A GOALWITHOUT A PLAN IS JUSTA DREAM.

A GOALWITHOUT A PLAN IS JUSTA DREAM.

ACC’S FINANCIAL PLANNING FAIR

THURSDAY MAY 16, 2013

8:30 A.M.-3 P.M.

Eastview Campus Multipurpose RoomBuilding 8000

it’s time to make a plan...

agenda

notes

8:30-9 a.m.Registration and Light Breakfast Multipurpose Room 8500

Provided by A+ Federal Credit Union

9-9:50 a.m. Teachers Retirement System of Texas Multipurpose Room 8500

An in-depth overview of Teachers Retirement System of Texas, including the fundamentals of the plan, examples of how to calculate benefits, and the impact of Social Security. This will be followed by a short, strategic comparison to the Texas ORP Plan, and time for a question and answer section.

Presenter: Di Gazdar, Financial Advisor - Valic

10-10:50 a.m.Route Your RetirementMultipurpose Room 8500

Many Americans are not financially prepared to enter retirement or even know how much they’ll need to save for the lifestyle they want in retirement. This workshop will help you prepare by evaluating how your current life-style choices will affect your lifestyle in retirement.

This workshop is for adults of all ages, not just those nearing retirement. It is designed to not only help you adequately save for retirement but it encourages you to plan for all lifestyle aspects of retirement.

Presenters: Kelsey Balcaitis, Youth Financial Education Coordinator and Twila Gamble, Adult Financial Education Coordinator - A+ Federal Credit Union

10-10:50 a.m.How to Retire Under TRSRoom 8107

Are you thinking of retiring someday? This workshop will provide the basic steps to a TRS retirement. We will cover planning ahead, preparation, forms and resources. Retirement may be closer than you think! Presenter: Susan Corbett, Benefits Manager - Austin Community College

11-noon Meeting the Financial Challenges of Today and Tomorrow Room 8111

• Proactive approach to budgeting• Investing for the retirement you envision• Building an emergency fund• Reducing debt to help meet medium and

long term goals• Planning for a large purchase

Presenters: Mark Halsell, Bank of America, Assistant Vice President, Financial Solutions Advisor

Your Credit Score and Credit Report Room 8107

This session will focus on understanding how to read your credit report and what you can do for yourself to improve your credit in both the long and short term.

Presenters: Rachel Fausett, Business Development Officer - Greater TEXAS Federal/Aggieland Credit Union

Noon-1 p.m.Lunch and Picture Opportunity with our ACC RIVERBAT!Please bring your camera

Multipurpose Room

Provided by Alan J. Brubaker, CFS, Financial Adviser and G. Frank Rogers, CLU, ChFC, Financial Advisor - ING Financial Partners

1:10 -2 pm Getting Your Affairs in Order: Five Essential DocumentsRoom 8500

Be prepared and organized for you future and that of your family. Learn and explore the five documents that everyone should have in order to be prepared for the unexpected.

Presenter: Carolyn Skogman, Attorney at Law

Planning for Financial Security Room 8107

This comprehensive seminar provides useful information about financial planning and how to apply its concepts in personal finance. Your employees will learn about:

• Cash management• Risk management• Estate planning issues, Tax Planning• Retirement planning• Investment Panning

Presenter: Di Gazdar, Financial Advisor - Valic

2:10-3:00 pmSix Steps to Financial SuccessMultipurpose Room

In this presentation we will be taking a look at six ways that you can take control of your finances, increase your financial success, and save for the future.

Presenter: Charles Davenport, CFP®, CRPC, CRPS, Senior Retirement Consultant - Lincoln Financial

3:00 Ice Cream SocialOutside Multipurpose Room

Sponsored by VALIC

sessions