Mary Holm seminars and webinar

Our popular Mary Holm seminar series is back after a break due to the pandemic. Our South Island tour includes series hosted by University of Canterbury and University of Otago in August/September. Staff from other universities are welcome to attend. We’re also piloting a webinar focused on retirement planning. You can tune in from anywhere in the country. Details below.

Mary Holm ONZM is the author of seven books on personal finance, including the bestselling Rich Enough? A Laid-Back Guide for Every Kiwi (2018) and A Richer You: How to Make the Most of Your Money (2021). Mary holds an MBA in finance. She is known for her weekly personal finance column in the NZ Herald and regular interviews on RNZ National. Mary is a director of Financial Services Complaints Limited (FSCL) and a former director of the Financial Markets Authority. She was appointed an Officer of the New Zealand Order of Merit for services to financial literacy in 2020.

 

About the series

The series comprises three sessions. You can choose to attend one or more.

Why wouldn’t you? Don’t miss out on UniSaver!

Designed for staff who are not members of UniSaver.

UniSaver gives you free money – lots of it. That’s why you should belong. We look at what you can invest in as a member and then help you choose which type of fund is best for you. We also compare UniSaver with KiwiSaver in case you’re thinking you would rather be in the latter. Finally, you’ll learn why it’s wise to get into UniSaver now rather than delaying.

Getting the best out of UniSaver

Designed for UniSaver members.

This seminar is for people already enrolled in UniSaver. We look at why the scheme is so good and what types of investments you can be in and help you decide which fund is best for you. You can easily move if you’re currently in the wrong one. We then consider how you can make the most of features of the scheme and compare UniSaver with KiwiSaver. Hint: UniSaver wins! We also look at how to boost your saving and consider whether you should instead put extra savings into reducing your debts, including your mortgage. Finally we look at how UniSaver works after you retire.

When I’m 65: Heading towards retirement

A special session on pre-retirement planning for all staff and partners, including retained members.

We start by looking at how long you’re likely to live, how to set a retirement savings goal and ways you can more easily attain your goal. Then we consider whether you should tackle reducing debt – including your mortgage – before saving. Next, it’s what sort of investments are suitable for you to reach your goal. Finally, we consider briefly whether money is the most important aspect of retirement preparation.

University of Canterbury

Ilam Campus, Central Lecture Theatres, C2

Tickets are free, but please book a place so we can monitor numbers. University of Canterbury staff should book through UC People [external link]. Staff from other universities wishing to attend the Christchurch sessions should book through Humanitix using the links below.

Why wouldn’t you? Don’t miss out on UniSaver! 

Monday 29 August, 12:00-1:00pm

Bookings:

When I’m 65: Heading towards retirement

Monday 29 August, 5:30–7:00pm

Getting the best out of UniSaver

Tuesday 30 August, 12:00-1:00pm

University of Otago

St David Lecture Theatre

Tickets are free. Please book a place through Otago's Learning and development portal [external link] so we can monitor numbers.

Why wouldn’t you? Don’t miss out on UniSaver! 

Wednesday 31 August, 12:00-1:00pm

When I’m 65: Heading towards retirement

Wednesday 31 August, 5:30–7:00pm

Getting the best out of UniSaver

Thursday 1 September, 12:00-1:00pm

Webinar

Tuesday 6 September 8:00-8:50pm

The webinar hosted by University of Auckland will focus on retirement planning drawing on some of the material from When I’m 65: Heading towards retirement (see above). It’s designed for all staff and partners, including retained members. We’ve timed it so staff and their partners with young families have the best chance of tuning in.

Register for this event on Zoom [external link]