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

January
January 14
12:00pm
Turn Savings Into Retirement Income
(description)
Poplars W100 RSVP
January 23
12:00pm
Create a Budget, Ditch Your Debt
(description)
IMU Maple Room RSVP
January 30
12:00pm
Money at Work: Sharpening Your Investment Skills
(description)
Poplars W100 RSVP
February
February 6
12:00pm
Make the Most of Social Security
(description)
IMU Maple Room RSVP
February 21
12:00pm
Prepare for the Reality of Healthcare in Retirement
(description)
IMU Maple Room RSVP
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

IUPUI

January
January 11
12:00pm
Create a Budget, Ditch Your Debt
(description)
Campus Center 306 RSVP
January 15
12:00pm
Turn Savings Into Retirement Income
(description)
Campus Center 306 RSVP
January 17
12:00pm
Money at Work: Sharpening Your Investment Skills
(description)
Campus Center 305 RSVP
February
February 7
3:00pm
Make the Most of Social Security
(description)
Campus Center 309 RSVP
February 22
2:30pm
Prepare for the Reality of Healthcare in Retirement
(description)
Campus Center 310 RSVP
March
March 5
12:00pm
Healthy Numbers: Integrating Healthcare Into Your Retirement Plan
(description)
Campus Center 305 RSVP
March 12
12:00pm
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

Kokomo

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