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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

September
Sept. 27
2:00 pm
Fundamentals of Retirement Income (description) Poplars W100 RSVP
Sept. 28
12:00 noon
Halfway There: A Retirement Checkup (description) Poplars W100 RSVP
October
October 3
12:00 noon
Make the Most of Your Retirement (description) IMU, Sassafras Room RSVP
October 11
12:00 noon
Get Started and Save for the Future You (description) IMU, Walnut Room RSVP
October 19
1:00 pm
Invest Confidently in Your Future (description) Poplars W100 RSVP
November
November 9
11:30 am
Paying Yourself: Income Options in Retirement (description) IMU, Oak Room RSVP
November 21
12:00 noon
Turn Your Savings into Retirement Income (description) IMU, Sassafras Room RSVP
December
December 7
12:00 noon
Take the First Steps to Investing (description) IMU, Sassafras Room RSVP
December 7
3:00 pm
Inside Money: Managing Income and Debt (description) Poplars W100 RSVP

IUPUI

October
October 4
3:00 pm
Thrive: Retirement Planning (description) Campus Center 305 RSVP
October 10
12:00 noon
Take the First Steps to Investing (description) Goodman Hall (GH) 1353A RSVP
November
November 16
12:00 noon
Paying Yourself: Income Options in Retirement (description) Campus Center 307 RSVP
November 20
12:00 noon
Invest Confidently in Your Future (description) Campus Center 309 RSVP
December
December 5
12:00 noon
Inside Money: Managing Income and Debt (description) Campus Center 409 RSVP
December 6
12:00 noon
Make the Most of your Retirement Savings (description) Goodman Hall (GH) 1353 RSVP
December 12
1:00 pm
Turn your Savings into Retirement Income (description) Campus Center 406 RSVP
December 20
12:00 noon
Fundamentals of Retirement Income (description) Campus Center 309 RSVP

Kokomo

December
December 15
12:00 noon
Turn your Savings into Retirement Income (description) Kelley Center, Room 130B RSVP

Do you know how you'll pay yourself in retirement? There are lots of considerations — including tax implications — that can affect your income. Paying Yourself: Income options in retirement will help you:

  • Understand the basic rules governing most common retirement accounts
  • Gain perspective on when to withdraw different assets
  • Discover the income choices available

If you’re planning to retire within the next few years, Turn Your Savings into Retirement Income will help you 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.

Thrive: Retirement Planning reviews of some of the facts about women in today’s economy and some of the challenges women face when it comes to saving for retirement

Inside Money: Managing Income and Debt covers:

  • How to help make your money work
  • The importance of cash flow and how to use it
  • Saving and spending
  • Good and bad debt and ways to help manage it

Take the First Steps to Investing teaches participants to:

  • Understand the basis of investing
  • Recognize the importance of asset allocation and diversification
  • Identify your investment approach

If you’re planning to retire within the next few years, Turn Your Savings into Retirement Income will help you 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.

Participants in Invest Confidently in Your Future will learn:

  • 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

Get Started and Save for the Future You covers:

  • Understand the benefits of enrolling in a retirement savings plan
  • Know the steps you need to take to enroll in a plan
  • Estimate if you're saving enough and explore ways to increase the amount you're saving.

The Make the Most of Your Retirement workshop will explain:

  • The importance of saving as much as possible for retirement
  • How much to save for retirement and the benefits of saving more
  • Different account types you can use to save for retirement
  • Ways to preserve and grow your savings to last throughout your lifetime

Help make sure your retirement is ready when you are.

Halfway? Already? Retirement has a way of creeping up on people. Before you know it, you’ll be depending on all the money you saved and invested. If you’re panicking, don’t. There’s still time!

Give your retirement savings a checkup. TIAA’s workshop leader will provide information to help you determine where you need to be in your retirement savings, and how to get back on track if you’re behind:

  • Find out how much you should be saving
  • Discover different investment vehicles and how they can work together to help you reach your retirement goals
  • Learn what’s competing for your retirement savings
The goal of the Fundamentals of Retirement Income Planning workshop is to understand the financial and personal risks pre-retirees may face and how to put a plan in place to prepare for living in retirement.

Live Webinars

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

October

October 10
3:00 pm
Money at Work: Foundations of Investing Online Register
October 12
3:00 pm
Tomorrow in Focus: Saving for your ideal retirement Online Register
October 17
12:00 noon
Money at Work: Foundations of Investing Online Register
October 18
12:00 noon
Planning for diminished capacity and illness for you or a loved one Online Register
October 19
12:00 noon
Tomorrow in Focus: Saving for your ideal retirement Online Register

November

November 14
3:00 pm
Paying Yourself: Income options for retirement Online Register
November 15
12:00 noon
Estate planning - taxing matters Online Register
November 15
3:00 pm
Start to Finish: The early career woman’s guide to financial wisdom Online Register
November 16
3:00 pm
Within Reach: Transitioning from career to retirement Online Register

December

December 5
12:00 noon
Healthy Numbers: Integrating healthcare into your retirement plan Online Register
December 7
12:00 noon
Halfway There: A retirement checkpoint Online Register
December 7
3:00 pm
Charting Your Course: A financial guide for women Online Register

Online Tools and Resources

Retirement Goal Evaluator

Retirement Readiness Calculator

Savings and Spending Check-up

Take Home Pay Calculator

Your Contribution Maximizer