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 an investment company's site.

Bloomington

June
June 4
12:00pm
Create a Budget, Ditch Your Debt
(description)
Poplars, W100 RSVP
June 17
11:00am
Prepare for Healthcare Costs in Retirement
(description)
IMU, Maple Room RSVP
June 25
12:00pm
Paying Yourself: Income Options in Retirement
(description)
IMU, Walnut Room RSVP
July
July 10
12:00pm
Make The Most Of Your Retirement Savings
(description)
Poplars, W100 RSVP
July 17
12:00pm
Invest Confidently in Your Future
(description)
IMU, Walnut Room RSVP
July 30
12:00pm
Fundamentals of Retirement Income Planning
(description)
Poplars, W100 RSVP
August
August 13
12:00pm
Get Started and Save for Future You
(description)
IMU, Persimmon Room RSVP
August 26
12:00pm
Prepare for Healthcare Costs in Retirement
(description)
IMU, Walnut Room RSVP
September
Sept. 5
12:00pm
Basics of Social Security
(description)
IMU, Walnut Room RSVP

IUPUI

June
June 3
12:00pm
Create a Budget, Ditch Your Debt
(description)
Campus Center 306 RSVP
June 18
11:00am
Prepare for Healthcare Costs in Retirement
(description)
Campus Center 306 RSVP
June 25
12:00pm
Paying Yourself: Income Options in Retirement
(description)
Campus Center 306 RSVP
July
July 8
12:00pm
Make The Most Of Your Retirement Savings
(description)
Campus Center 308 RSVP
July 16
12:00pm
Invest Confidently in Your Future
(description)
Univ. Library 1126 RSVP
July 29
12:00pm
Fundamentals of Retirement Income Planning
(description)
Campus Center 308 RSVP
August
August 12
12:00pm
Get Started and Save for Future You
(description)
Univ. Library 1116 RSVP
August 20
12:00pm
Maximize your Social Security
(description)
Univ. Library 1116 RSVP
September
Sept. 6
12:00pm
Prepare for the Reality of Healthcare Costs
(description)
Univ. Library 1116 RSVP

Live Webinars

Please visit each of the websites below for a complete list of upcoming webinars hosted by IU’s approved investment companies.

Online Tools and Resources