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Retirement and Financial Education

Workshops Live Webinars Tools

Below are the workshops, persentations, webinars, and tools currently offered by IU Human Resources, Fidelity, and TIAA. New educational opportunities will be added as they become available, so check back often.

Individual counseling for your retirement investments is also available, see the Individual Investment and Retirement Income Planning page.

Workshops and Presentations

Clicking RSVP will take you to a new page on IUHR's or an investment company's site.

Bloomington

January
Jan. 23
12:00 noon
Turn Savings into Retirement Income
(description)

If you’re planning to retire within the next few years.
Learn the benefits of retirement income planning, factors to consider when transitioning your savings into income, and ways to develop a retirement plan for your goals and lifestyle.

Poplars W100 RSVP
Jan. 31
11:30 a.m.
Make the Most of Social Security
(description)

Facts about Social Security.

IMU, Persimmon Room RSVP
February
Feb. 21
12:30 p.m.
Invest Confidently for Your Future
(description)
  • The importance of asset allocation and diversification
  • Measures commonly used to evaluate funds, and what really affects portfolio performance
  • The importance of setting a long-term strategy, and key rebalancing techniques to keep a portfolio on track
Poplars W100 RSVP
Feb. 28
2:30 p.m.
Create a Budget, Ditch Your Debt
(description)
  • Help recognize the importance of managing debt
  • Steps for maintaining healthy financial fitness to help employees reach their future financial goals
IMU, Persimmon Room RSVP

IUPUI

January
Jan. 17
12:00 noon
Create a Budget, Ditch your Debt
(description)
  • Help recognize the importance of managing debt
  • Steps for maintaining healthy financial fitness to help employees reach their future financial goals
Campus Center 307 RSVP
Jan. 30
3:30 p.m.
Maximize your Social Security
(description)

Facts about Social Security.

Campus Center 307 RSVP
February
Feb. 12
12:00 noon
Turn Savings into Retirement Income
(description)

If you’re planning to retire within the next few years.
Learn the benefits of retirement income planning, factors to consider when transitioning your savings into income, and ways to develop a retirement plan for your goals and lifestyle.

Campus Center 307 RSVP

South Bend

February
Feb. 1
12:00 noon
Social Security Basics
(description)

Understand how Social Security works and what you should consider before you claim.

Admin Building, Alumni Room RSVP

Live Webinars

Clicking Register will take you to a new page on an investment company's site.

January

Jan. 9
3:00 pm
The Starting Line: Why and how retirement saving should begin now Online Register
Jan. 10
12:00 noon
Responsible Investing Online Register
Jan. 10
3:00 pm
Tomorrow in Focus: Saving for your ideal retirement Online Register
Jan. 11
3:00 pm
Halfway There: A retirement checkpoint Online Register

February

Feb. 13
12:00 noon
Social Security basics Online Register
Feb. 14
3:00 pm
Charting Your Course: A financial guide for women Online Register
Feb. 15
3:00 pm
Inside Money: Managing income and debt Online Register
Feb. 27
12:00 noon
Help protect you, your family, and your money Online Register

March

March 13
12:00 noon
Retirement Plans—know the rules Online Register
March 13
3:00 pm
Paying Yourself: Income options in retirement Online Register
March 15
12:00 noon
Healthy Numbers: Integrating healthcare into your retirement plan Online Register
March 15
3:00 pm
Start to Finish: The early career woman’s guide to financial wisdom Online Register

Online Tools and Resources