Date: Tuesday, August 20, 2024
Time: 12:00 p.m. to 1:00 p.m. ET | 11:00 a.m. to 12:00 p.m. CT
Location: Live Zoom Webinar
Presentation Title:
Retirement Planning 101 for Social Workers
Presenter: George Myers, MBA, MSSW
Cost – $20
NOTE: Not Eligible for CEU credits.
Logistics
Zoom information will be emailed to participants the afternoon before and morning of the event. Registration will close two hours before the event start time. This event is live and will not be recorded.
Discounts
To request a discount code, please follow the instructions below. One discount allowed per purchase.
- UTCSW Alumni: 25% – please email your graduation year and the program you completed to cswcep@utk.edu.
- UTCSW Field Instructors: 50% – please send an email using your agency email address to cswcep@utk.edu.
- UTCSW Faculty/Staff: 100% – you may have already received this info; please check your inbox before emailing cswcep@utk.edu to request the code.
- UTCSW Students: 100% – please contact your program staff member for access.
Course Description
The majority of Americans are not saving enough for retirement. Social workers as a cohort face a set of challenges that can be addressed through proper planning. If you are early in your career, mid-career, or getting close to retirement, this session provides ten practical steps social workers can employ to prepare for retirement. This event is not approved for CEUs.
Target Audience
Social Workers and other helping professionals
CEUs
This program is not approved for CEUs.
Accessibility
There is space on the event registration form to indicate accommodations required. We work with the university’s Office of Equity & Diversity and Office of Student Disability Services to make arrangements and ask that you allow us adequate time to communicate with them about any services needed.
It is a priority to make our events inclusive and accessible. For any questions or to notify us of a request, please email cswcep@utk.edu at least three business days prior to the event.
Refunds
To request a refund, please email cswcep@utk.edu. Full refunds will be granted up to 48 hours prior to the event. In the event this program is cancelled, full refunds will be issued to all registrants.
About the Presenter
George earned degrees from MTSU (BS), UTCSW (MSSW – Macro) and the University of Alabama at Birmingham (MBA). Early in his career, he focused on managing mission-based organizations at the American Red Cross and the American Lung Association. After obtaining his MBA, he transitioned to the for-profit world developing wealth management software and services for over 1,000 banks, brokerages and registered investment advisors including JPMorgan, Merrill Lynch and Fidelity accounting for $2 trillion in assets. George closed out his career developing sustainable energy management solutions for large manufactures. George grew up in Sewanee, TN and lives in Birmingham with his wife, Amy, who is an immigration attorney.