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

March
March 5
12:00pm
Women and Investing: Organize, Plan and Own Your Future
(description)
Poplars W100 RSVP
March 13
12:00pm
Fundamentals of Retirement Income Planning
(description)
IMU Persimmon Room RSVP
March 26
12:00pm
Healthy Numbers: Integrating Healthcare Into Your Retirement Plan
(description)
Poplars W100 RSVP
April
April 9
12:00pm
Invest Confidently for Your Future
(description)
IMU, Sassafras Room RSVP
April 24
12:00pm
Halfway There: A Retirement Check-up
(description)
IMU, Maple Room RSVP
April 29
12:00pm
Make The Most of Your Retirement Savings
(description)
IMU, Walnut Room RSVP
May
May 9
12:00pm
Turn Savings into Retirement Income
(description)
Poplars, W100 RSVP
May 13
1:30pm
Get Started and Save for Future You
(description)
IMU, Maple Room RSVP
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

IUPUI

March
March 5
12:00pm
Healthy Numbers: Integrating Healthcare Into Your Retirement Plan
(description)
Campus Center 305 RSVP
March 12
11:30pm
Women and Investing: Organize, Plan and Own Your Future
(description)
University Library, Room 1126 RSVP
March 25
12:00pm
Invest Confidently for Your Future
(description)
Campus Center 305 RSVP
April
April 8
11:30am
Fundamentals of Retirement Income Planning
(description)
Campus Center 307 RSVP
April 18
12:00pm
Basics of Social Security
(description)
Campus Center 309 RSVP
April 25
12:00pm
Halfway There: A Retirement Check-up
(description)
Campus Center 307 RSVP
May
May 10
12:00pm
Get Started and Save for Future You
(description)
University Library, 1116 Conference Room RSVP
May 17
12:00pm
Turn Savings into Retirement Income
(description)
Campus Center 305 RSVP
June
June 5
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

Kokomo

March
March 6
12:00pm
Fundamentals of Retirement Income Planning
(description)
KO 125 RSVP

South Bend

May
May 2
12:00pm
Turn Your Savings into Retirement Income
(description)
Student Activities Center (SAC) Room 225 RSVP

Southeast

March
March 19
2:00pm
Fundamentals of Retirement Income Planning
(description)
UC-121 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