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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| The Education Plan 529 College Savings Information Session (Virtual) The Education Plan Presenter: Carolyn Fittipaldi July 10, 2023 | 11:30am – 12:30pm MT/10:30am – 11:30am PT Add to Outlook | Join Teams Sandia National Laboratories and The Education Plan have partnered together to bring employees the opportunity to participate in a tax-advantaged 529 education savings plan with a direct deposit feature. Get answers to questions like these: What is The Education Plan (529)? What can it be used for? What are the benefits? How do I set up an account? And many more… View presentation Watch recording |
| Creating Generational Wealth (Virtual) Prudential Presenters: Gil Valadez and Larry Beckwith July 10, 2023 | 1:30pm – 2:30pm MT/12:30pm – 1:30pm PT Add to Outlook | Join Teams This session will cover important strategies such as budgeting, understanding debt, investing and legacy planning to help you build wealth and take control of your financial wellness. View presentation Course materials: Life Insurance Quick Estimator |
| Monthly Retirement Briefing (Virtual) Sandia HR Solutions July 11, 2023 | 2pm – 3:30pm MT/1pm – 2:30pm PT Add to Outlook | Join Teams Hosted by a Benefits Team member, the monthly retirement briefing is a 90-minute session intended to answer the majority of your retirement questions regarding benefits, health premiums, selecting a date and maneuvering the separation process. |
| Basics of Personal Finance (Virtual) Sandia Laboratory Federal Credit Union Presenters: Julia Miera and John Granato July 17, 2023 | Noon – 1pm MT/11am – Noon PT Add to Outlook | Join Teams Before you start a budget, it is important to understand budgeting concepts. It’s never too late to start your plan. In this presentation we will talk about setting financial goals and examining your spending habits. We will also talk about what to consider when planning and money management tactics to help you reach your financial goals. View presentation Watch recording |
| Maximizing Financial Health, Minimizing Financial Stress (Virtual) Edelman Financial Engines Presenter: Clarence Haynes July 17, 2023 | 1:30pm – 2:30pm MT/12:30pm – 1:30pm PT Add to Outlook | Join Teams Life can be stressful, but your finances don’t have to be. No matter where you are in your financial journey, uncertainty in the market can cause stress. Learn how to pursue financial success while minimizing stress. In this special presentation we’ll cover: (1) building a budget, (2) managing finances through times of volatility, and (3) planning for retirement at any stage. View presentation Watch recording |
| Get Ahead for Your Future Self (Virtual) Edelman Financial Engines Presenter: Clarence Haynes July 18, 2023 | 1:30pm – 2:30pm MT/12:30pm – 1:30pm PT Add to Outlook | Join Teams What excites you the most about reaching retirement? Let us help you achieve your retirement goals with this presentation. Get advice to help you live the life you deserve and learn: (1) a fun way to connect with your future self to help reach your goals, (2) seven reasons to feel hopeful about your finances, and (3) five steps you can take today to put yourself in the best position. View presentation Watch recording |
| Health Savings Account (HSA) Basics (Virtual) Optum Presenter: Cindy Tupa July 24, 2023 | 10:30am – 11:30am MT/9:30am – 10:30am PT Add to Outlook | Join Teams Health Savings Accounts, or HSAs, help you cover your health care needs today, but they also can be a great long-term vehicle for building savings for tomorrow and through every stage of your life. Optum will talk about how HSAs can help you through your own personal health finance journey – from opening an HSA through to retirement and all the Optum tools and resource available through the life of the HSA. View presentation |
| Social Security: With You through Life’s Journey (Virtual) Social Security Administration Presenter: Rhonda Romero July 24, 2023 | Noon – 1pm MT/11am – Noon PT Add to Outlook | Join Teams For nearly 90 years, Social Security has helped secure today and tomorrow by providing benefits and financial protection for millions of people throughout their life’s journey. In this presentation learn how Social Security Retirement is part of the building blocks of your retirement future. In this presentation learn basics on Retirement, Survivor and Spouses benefits, along with enrollment information for Medicare. View presentation Watch recording |
| Tax Efficient Savings through Roth In-Plan Conversions (Virtual and Onsite in NM at Steve Schiff Auditorium) Fidelity Investments Presenter: David Kelly July 25, 2023 | 3pm – 4pm MT/2pm – 3pm PT Add to Outlook | Join Teams Learn how to maximize your total savings opportunity in the NTESS 401(k) Savings Plan. We’ll cover the different tax-efficient ways you can save in the NTESS 401(k) Savings Plan, along with the additional savings opportunity through After-tax contributions. Then we’ll review the extra tax benefits that come with converting your After-tax contributions to Roth through a Roth In-Plan Conversion. View presentation |
| Fundamentals of Retirement Income Planning (Virtual and Onsite in NM at Steve Schiff Auditorium) Fidelity Investments Presenter: David Kelly July 26, 2023 | 2pm – 3pm MT/1pm – 2pm PT Add to Outlook | Join Teams Learn how the building blocks of an income plan can help you feel more confident as you prepare to make the move from saving to spending. We’ll talk about the considerations that are key to a successful retirement income plan, and how you can start building your plan through different retirement income strategies. View presentation |
| Invest Confidently for Your Future (Virtual and Onsite in NM at Steve Schiff Auditorium) Fidelity Investments Presenter: David Kelly July 27, 2023 | 8:30am – 9:30am MT/7:30am – 8:30am PT Add to Outlook | Join Teams Learn three key steps to help you build and manage a long-term investment plan that you can feel confident about. We’ll review how to help grow your savings through building a diversified portfolio, and also discuss the core investing principles to help you navigate market volatility. View presentation |
| Managing My Money (Virtual and Onsite in NM at Steve Schiff Auditorium) Fidelity Investments Presenter: David Kelly July 27, 2023 | 10am – 11am MT/9am – 10am PT Add to Outlook | Join Teams Learn about tools, tips and strategies to help you get your monthly finances on track. Review the three core components of a sound budget, how to build or rebuild your emergency savings fund, and how to get control over prioritizing your debt. No matter where you are financially, we want to help you take charge of your finances and enjoy the money you have. View presentation |
| Maximize Social Security in Your Retirement Strategy (Virtual and Onsite in NM at Steve Schiff Auditorium) Fidelity Investments Presenter: David Kelly July 27, 2023 | 11:30am – 12:30pm MT/10:30am – 11:30am PT Add to Outlook | Join Teams Learn about strategies for claiming your Social Security benefit and how it fits with other income sources to create your retirement paycheck. We’ll focus on helping you understand how Social Security works, considerations for choosing when to start claiming your benefit, and the ways Fidelity can help you decide how to make the most of your benefit. View presentation |
Emotional Well-Being
| Topic / Presenter |
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| How to Better Manage Stress (Virtual) Optum Presenter: Jennifer Tribble July 11, 2023 | Noon – 1pm MT/11am – Noon PT Add to Outlook | Join Teams In this program, participants will learn to identify the stressors in their lives and understand the impacts. Focus is placed on the use of positive coping mechanisms to reduce the negative effects of stress. Attendees will have an opportunity to practice relaxation exercises. View presentation Course materials: How to Better Manage Stress Survey Course materials: How to Better Manage Stress Workbook |
| Neuroscience Hacks (Virtual) Blue Cross Blue Shield of New Mexico Presenter: Dr. Latha Raja Shankar July 12, 2023 | 12:30pm – 1:30pm MT/11:30am – 12:30pm PT Add to Outlook | Join Teams Neurohacking is a form of biohacking and is an evolving area of science. There are interventions that are generally well accepted and can be implemented in our personal lives. There are other interventions that are currently implemented for diagnosed medical conditions, but not well studied for healthy human beings to optimize their performance. As we learn and understand the human brain and its functions, it is pertinent to realize that every one of us in the homo sapiens kingdom is unique. Many of these hacks are not one-size-fits-all. It will be important to continue to understand ourselves and the neurohack space, be self-aware, and recruit tools and ways to improve ourselves for the best human experience – the unintended consequence could be a healthy brain, prevention of dementia and chronic metabolic diseases, increased productivity, improved innovation, network expansion, and most of all, our best attempt to capture the finest of the human experience on this earth. View presentation Watch recording |
| Doc Chat – Financial Health (Virtual) Sandia Employee Health Services Presenter: Kaisha Keith July 19, 2023 | Noon – 1pm MT/11am – Noon PT Add to Outlook | Join Teams This month’s Doc Chat is presented by Kaisha Keith (03730), Licensed Mental Health Counselor, on the strong link between financial wellness and mental health. |
Life and Family Care
| Topic / Presenter |
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| Fundamentals of Wills, Trusts and Power of Attorney (Virtual) Prudential Presenters: Gil Valadez and Larry Beckwith July 12, 2023 | 10:30am – 11:30am MT/9:30am – 10:30am PT Add to Outlook | Join Teams In this session, we will discuss best practices for ensuring your assets are distributed as you wish and to whom you wish. View presentation |
| Advanced Estate Planning Strategies (Virtual) Prudential Presenters: Gil Valadez and Larry Beckwith July 19, 2023 | 1:30pm – 2:30pm MT/12:30pm – 1:30pm PT Add to Outlook | Join Teams This session covers the five-step estate planning process along with different types of trusts, portability of exemption of spouses, and more. View presentation Course materials: Asset Transfer Checklist |
| Sandia Resources for Putting Family First (Virtual) Sandia Resources Presenter: Leandra Tweed July 20, 2023 | 10:30am – 11:30am MT/9:30am – 10:30am PT Add to Outlook | Join Teams From newborn children to aging parents and everything in between, it’s important to care for the people you love. Sandia offers time away from work, financial resources, community support and more so you can focus on what matters most. View presentation Watch recording |
| How to Care for Yourself while also Caring for Others (Virtual) Wellthy Presenters: Kimberly Simcox and Elizabeth Jennings July 25, 2023 | 10am – 11am MT/9am – 10am PT Add to Outlook | Join Teams Family caregiving can be a rewarding and fulfilling experience, but it is also a role that takes an emotional, mental, and sometimes physical toll. Due to caregivers’ devotion to their families, they often put others before themselves, causing their own well-being to suffer. Here at Wellthy, we empathize with a caregiver’s challenge of caring for themself on top of others, but also know the importance of it in order to prevent caregiver burnout. Join our webinar where our Wellthy care experts will discuss the different types of burnout, signs of burnout to look out for in yourself or family members who are caregiving, and how Wellthy can help families prevent or treat caregiver burnout across any care scenario. View presentation |
