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Retirement and Financial Education

Workshops 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 & Presentations

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

Bloomington
February 15
12:00 noon
Get Started and Save for the Future You IMU - Walnut Room RSVP
March 7
12:00 noon
Turn Your Savings into Income IMU - Maple Room RSVP
April 4
12:00 noon
Get Started and Save for the Future You Poplars W100 RSVP
April 17
12:00 noon
Build a Portfolio for Any Weather Poplars W100 RSVP
April 25
11:00 am
Fundamentals of Retirement Income Planning Poplars W100 RSVP
IUPUI
March 2
12:00 noon
Thrive: Women and Investing Campus Center 307 RSVP
March 8
12:00 noon
Turn Your Savings into Income Campus Center 309 RSVP
March 28
12:00 pm
Get Started and Save for the Future You Campus Center 409 RSVP
April 3
12:00 noon
Build a Portfolio for Any Weather Campus Center 309 RSVP
April 11
12:00 noon
Fundamentals of Retirement Income Planning Goodman Hall 1353A RSVP
April 24
12:00 noon
Fundamentals of Retirement Income Planning Campus Center 405 RSVP
South Bend
April 12
12:00 noon
Identify and Prioritize Your Goals Admin Building, Alumni Room (2nd floor) RSVP
Southeast
March 29
12:00 noon
Identify and Prioritize Your Goals University Center 127 RSVP

Topics covered

  • 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.

Workshop Descriptions

Building a Portfolio for Any Weather
Learn the basics of investing, considerations for choosing an investment mix, and strategies to help keep you on track.

Confident Investing in Any Market
Learn advance investing strategies, such as rebalancing techniques and diversification strategies to help keep your portfolio on track.

Fundamentals of Retirement Income Planning
The goal of this workshop will be 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.

Get Started and Save for the Future You
TBD

Identify and Prioritize Your Goals
This workshop is going to help you take your next best steps so that you'll be better prepared to achieve your savings goals.

Thrive: Women and Investing
Review some of the facts about women in today’s economy and some of the challenges women face when it comes to saving for retirement.

Turn Your Savings into Income
Learn how to develop a plan to meet your needs in retirement.

Webinars

Webinars from TIAA
Some upcoming topics include: Foudations of Investing, Managing Income and Debt, Integrating Healthcare Into Your Retirement Plan, etc.

Webinars from Fidelity (coming soon)

Online Tools and Resources

Retirement Goal Evaluator

Retirement Readiness Calculator

Savings and Spending Check-up

Take Home Pay Calculator

Your Contribution Maximizer