Financial Wellness Workshops

2026 Financial Wellness Workshops

Benefits & Employee Wellness collaborates with our Financial Partnerships to offer educational workshops to assist you in various areas of your UNM career lifecycle. From saving a portion of your very first paycheck to planning for retirement, the topics will provide insight and information to better assist you in planning for your financial future. Be sure to register for any or all of the workshops offered this year.

 

Upcoming Workshops

Estate Readiness

Wednesday November 18th, 12:00 p.m. - 1:00 p.m.

Presenter: Ashley Gomez-Herrera

Estate planning doesn't have to be complicated. This financial wellness educational session provides practical guidance on organizing important documents, creating a will, and ensuring your life insurance coverage meets your family's needs.

Ashley Gomez-Herrera is a Registered Representative with Voya (VFA) and holds FINRA Series 6, 63, 65 and 7 securities registrations as well as the New Mexico Life and Health Insurance license. She is part of our team with over 12 years of experience providing exceptional customer service to New Mexico Plan Sponsors and Participants. 

Register Here

 

Past Workshops

Budgeting and Credit: Building Financial Confidence

September 9, 12:00 p.m. - 1:00 p.m.

Presenter: Jake Franks, Nusenda Credit Union

Participants will learn practical strategies for creating a realistic budget, improving credit health, and making confident financial decisions. The session will provide simple tools and tips to help employees take control of their finances and work toward their personal financial goals.

Jake Franks brings more than 22 years of experience in the financial services industry, including 15 years with Nusenda Credit Union in branch operations, leadership, project management and business development. He studied business and project management at the University of New Mexico James and Gail Ellis School of Business Leadership and is pursuing a degree in business administration at Central New Mexico Community College.

 

Social Security and Your Retirement

July 15, 12:00 p.m. - 1:00 p.m.

Presenter: Corebridge Financial

Learn how Social Security fits into your overall retirement plan. This session provides an overview of benefits, eligibility, and key timing considerations to help you make informed decisions about when and how to claim. Gain a clearer understanding of how Social Security can support your financial security and long-term retirement goals.

 

Q1 2026 Market Update

May 6, 12:00 p.m. - 1:00 p.m.

Presenter: Bradlee Berk

TIAA will be sharing views from their Wealth Chief Investment office on the following:

  • The state of the US economy and key market drivers
  • Factors influencing market volatility
  • Investing in public markets
  • Important long-term principles to maintain during periods of market volatility

Bradlee Berk is a Sr. Director within the TIAA Wealth Management division at TIAA (tiaa.org), a financial services organization and leading provider of asset management and retirement services for the academic, research, medical and cultural fields.

In this role, she is responsible for leading a team of advisors within the states of Arizona, Nevada, and New Mexico, who meet with individual clients one-on-one, providing personalized advice and holistic financial wellness planning. Bradlee also has compliance oversight and is the principal for advisors' recommendations. She leads their team to execute on strategic business plans to meet customer needs and achieve business goals.

 

Understanding Roth Contributions in Your Workplace Savings Plan

March 11, 12:00 p.m. - 1:00 p.m.

Presenter: Marissa Ortega

Explore the different tax-advantaged ways you can contribute to your workplace savings plan, including pretax and Roth contributions.

 

Planning For Your Dream Retirement: Start Prioritizing Your Future

January 28, 12:00 p.m. - 1:00 p.m.

Presenter: Ashley Gomez-Herrera

Learn important principles to prepare for your dream retirement. Topics will include:

  • How to choose the right type of accounts for your goals
  • Tips for retirement saving
  • Stages of saving
  • Saving options
  • Additional resources to help your planning