What you need to know
One of the best parts of the Sandia Well-Being Lab is learning more about the topics that appeal most to you!
Financial Well-Being
| Topic / Presenter |
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| Social Security: We’re with you through Life’s Journey Social Security Administration Presenter: Rhonda Romero In this presentation you’ll learn about:
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| Health Savings Account (HSA) Basics and Beyond Optum Presenter: Cindy Tupa Have an HSA and wondering how to make the most of it? This presentation covers what you can use your HSA funds for, the tax benefits of having an HSA and understand how much to contribute each year. You’ll also learn more about the tools and resources to help you with Optum Bank. View presentation Play back session |
| Protecting Yourself from Identity Theft Prudential Presenter: Gil Valadez or Larry Beckwith View presentation |
| Budgeting and Smart Spending Sandia Laboratory Federal Credit Union Presenter: Chris Quintana and Julia Miera Before you start a budget, it’s important to understand budgeting concepts. It’s never too late to start your plan. In this presentation we’ll talk about setting financial goals and examining your spending habits. We’ll also talk about what to consider when making a plan and money management tactics to help you reach your financial goals. View presentation Play back session |
| Financial Strategies for Veteran Military Families Prudential Presenter: Gil Valadez or Larry Beckwith View presentation |
| Are you Prepared for the Financial Challenges in Retirement? Prudential Presenter: Gil Valadez or Larry Beckwith View presentation Envision Retirement Worksheet |
| Credit Fitness – How to Build, Improve, and Protect Your Credit Sandia Laboratory Federal Credit Union Presenter: Diane Kapuranis Do you want to learn how to build a solid credit history? Have you experienced difficulty with credit in the past and want to start over and rebuild? Or you may want to stay on track in a world that’s becoming increasingly more complex from a financial standpoint. With this presentation, we’ll talk about credit reports, credit scores and why it’s important to pay attention to both. We’ll also offer up some tips and tools that you can use to build or rebuild that solid foundation. And then once you’re on solid ground, we’ll talk about how to protect what you’ve worked so hard to build. View presentation Play back session |
| Student Loans: How to Pay Off your Debt Prudential Presenter: Gil Valadez or Larry Beckwith View presentation |
| The Education Plan 529 College Savings Information Session The Education Plan Presenter: Carolyn Fittipaldi Sandia and The Education Plan partner to bring employees the opportunity to participate in a tax-advantaged 529 education savings plan with a direct deposit feature. This presentation will answer questions like these:
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| Savings – The Key to Your Success Sandia Laboratory Federal Credit Union Presenter: Julia Miera and Diane Kapuranis You have your wants and needs, and you have two ways of paying for them: Pull out the credit card or use the money you have set aside. Which is your default? How do you save when there are bills to pay and the paycheck only goes so far? This presentation offers tactics to help you achieve your financial goals. View presentation Play back session |
| It’s Great to be HomeTM Homebuyer Workshop Bank of America Presenter: Jackie O’Connor This presentation will cover the benefits of homeownership and help you decide whether you’re ready to buy a home. View presentation Play back session |
| Seven Things to Know About Social Security Edelman Financial Engines Presenter: Shateela Winters This presentation will cover:
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| Steps to Get You on the Right Path to Home Ownership Sandia Laboratory Federal Credit Union Presenter: Susan Rashad Are you dreaming about buying a new home? Do you know how much house you can afford? How much do you need for a down payment? What is considered good credit? Who do you talk to first? Before you break into a cold sweat and your head explodes, this presentation will answer those questions and many more. View presentation Play back session |
| Important Money Moves in Your 20s, 30s, 40s, 50s, and 60s Sandia Laboratory Federal Credit Union Presenter: Joe Garcia and Julia Miera Picture yourself 15, 25, 30, 40 years from today in retirement. Are you traveling the world? Are you sipping pina coladas on a on the beach? Checking those adventures off your bucket list? The sum we have to save for retirement is bigger than any other financial goal. When we prioritize our desires, retirement never wins on urgency, making it easy to keep putting it off. We will offer steps you can take during every stage of your life. View presentation Play back session |
| Saving for a Comfortable Retirement Edelman Financial Engines Presenter: Shateela Winters This presentation will cover:
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| Financial Conversations Before Saying “I Do” Prudential Presenter: Gil Valadez or Larry Beckwith View presentation |
Emotional Well-Being
| Topic / Presenter |
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| Stress Reduction and Mental Health Blue Cross Blue Shield of New Mexico Presenter: Christopher Baker This presentation will discuss the importance of resiliency and how it relates to mental health and reducing stress. View presentation Play back session |
| EAP Resources: Where to Go and Who Can Help Lunch and Learn Presented by Sandia Employee Health Services, BCBSNM, UnitedHealthcare, and Kaiser Permanente View Presentation Play back session |
| Preventing Burnout Optum Presenter: Jennifer Tribble Today, work/life balance can be difficult, and many people feel pressured to work faster, harder and longer hours. This can lead to burnout, resulting in decreased productivity and dissatisfaction, among other things. This session will examine causes of burnout and potential solutions along with ideas to decrease the likelihood of experiencing burnout. View presentation Play back session |
Life and Family Care
| Topic / Presenter |
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| Sandia Resources for Putting Family First Presenter: Leandra Tweed |
| Sandia Extras Presenter: Crimson Turner Employees are looking to their employer more than ever to assist with overall well-being. The Sandia Extras program helps facilitate this by providing valuable voluntary benefits programs to help meet a wide variety of needs, including legal assistance, critical illness insurance, accident insurance, hospital indemnity insurance, and short-term disability. Join this session to learn more about these important benefits. |
| Advanced Estate Planning Prudential Presenter: Gil Valadez or Larry Beckwith View presentation Asset Transfer Checklist |
| Teaching Your Children Good Money Habits Prudential Presenter: Gil Valadez or Larry Beckwith View presentation |
| Taking Care of Your Loved Ones as They Age Prudential Presenter: Gil Valadez or Larry Beckwith View presentation |
| Making the Most of VA Benefits: Helping Our Heroes and Their Families Get the Care They Deserve Wellthy Presenter: Kim Simcox Navigating the Veterans Administration System (VA) can be time-consuming and confusing for veterans and their families. Between determining what’s offered, who is eligible, and how to apply, figuring out one’s access to benefits can feel like a full time job. Wellthy’s team of care experts is available every step of the way to tackle tedious logistical and administrative tasks on the family’s behalf. We approach caregiving support holistically to ensure veterans and their families are considering and addressing all of the variables of care, and ultimately getting the care they so deserve. |
| Eight Important Estate Planning Steps Edelman Financial Engines Presenter: Shateela Winters This presentation will cover:
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| Building Resilience While Caregiving Wellthy Presenter: Kim Simcox The stresses of caregiving can lead to feelings of exhaustion, compassion fatigue, and caregiver burnout. Thinking of your own needs may be difficult as a caregiver, but it’s important for your wellbeing and capacity to care. Know that it is possible to build resilience during these challenging moments of your life. Wellthy’s team of care experts is available every step of the way to tackle tedious logistical and administrative tasks on your behalf. We approach caregiving support holistically to ensure you and your family are considering and addressing all of the variables of care, and hopefully providing a little relief. View presentation (corrected) Play back session |