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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 UHR's or an investment company's site.
See workshop descriptions >

August 16
12:00 noon
Take the First Steps to Investing IMU, Persimmon Room RSVP
August 16
2:00 pm
Starting Line: Beginning to Save for Retirement IMU, Maple Room RSVP
August 29
12:00 noon
Fundamentals of Retirement Income Planning IMU, Sassafras Room RSVP
August 15
12:00 noon
Take the First steps to Investing Campus Center 409 RSVP
August 18
9:30 am
Thrive: Women and Investing Goodman Hall (GH) 1353A RSVP
August 28
12:00 noon
Fundamentals of Retirement Income Planning Campus Center 409 RSVP

Live Webinars

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

August 15
3:00 pm
Charting Your Course: A financial guide for women Online Register
August 16
3:00 pm
Paying Yourself: Income options for retirement Online Register
August 17
3:00 pm
Halfway There: A retirement checkpoint Online Register
Sept 12
12:00 noon
Postcards From the Future: A woman’s guide to financially ever after Online Register
Sept 12
3:00 pm
Inside Money: Managing income and debt Online Register
3:00 pm
Within Reach: Transitioning from career to retirement Online Register
Sept 14
12:00 noon
SPECIAL TOPIC: Protect you, your family and your money Online Register
Sept 14
3:00 pm
The Starting Line: Why and how retirement saving should begin now Online Register

Online Tools and Resources

Retirement Goal Evaluator

Retirement Readiness Calculator

Savings and Spending Check-up

Take Home Pay Calculator

Your Contribution Maximizer

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.

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

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.

Halfway There: A retirement checkup

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

Help Secure your Retirement with Lifetime Income

Invest in yourself and take the time to learn about the present challenges and risks people face as they plan for retirement, and the importance of generating an income for life.

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.

Inside Money: Managing income and debt

It’s your budget—take control.

Everyone talks about a budget, but how many of us actually make one? Most people have some debt, but how many understand its effects on their lives and their futures? Let us show you the real impact of budgeting and debt—and how to help make your
money work.

TIAA’s workshop leader will explain the big picture of budgeting:

  • Learn the importance of cash flow—and how to use it
  • Change how you look at saving and spending
  • Understanding debt and how to manage it

Make the Most of Your Retirement Savings

This 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

Money at Work: Foundations of investing

In this workshop you'll learn:

  • Managing risk versus reward
  • Understanding the role of investing and managing investment risks
  • Augmenting programs to help accelerate savings
  • Products and tools to sustain a portfolio

Paying Yourself: Income options in retirement

It’s time to consider a little payback.

You’ve made a lot of sacrifices in order to put away enough money to retire. When it’s finally time, do you know how to get the money back? There are lots of considerations, rules and tax implications that make these decisions very important and more complex. Relax. We can help.

TIAA’s workshop leader will help simplify retirement income:

  • Learn the basic rules that govern the most common retirement accounts
  • Gain perspective on when to tap into different assets
  • Discover the flexible income choices TIAA offers

Start to Finish: The early career woman’s guide to financial wisdom

Financial knowledge to get started on the right foot. Start caring for your financial well-being now. It’s never too early to begin saving, and the sooner you do, the happier you can be down the road.

TIAA’s workshop leader will share financial strategies:

  • Understand your income and your outflow, and how to balance them to your advantage
  • Discover how saving a little now can help you later on
  • Make a plan for your finances and your financial future

Starting Line: Beginning to save for retirement

There’s no time like the present to save for the future.

Sometimes it’s hard to think about retirement when you’re just starting out in your career. The truth is, that’s when thinking ahead can do the most good! It all starts with some practical knowledge. TIAA’s workshop leader will help you get ahead of your retirement saving with some tools and information you can use right now:

  • Learn the real effect of time on money thanks to compounding and dollar cost averaging1
  • Understand debt and how to manage it
  • See how budgeting can find money and help you save it

Tomorrow in Focus: Saving for your ideal retirement

Believe it or not, your retirement starts now.

No matter how old or young you are, or where you are in your career, your retirement begins when you start saving for it. Join us for an interactive exploration of retirement saving and learn how to help create an effective plan to help maximize your retirement potential.

TIAA’s workshop leader will help you:

  • Understand the real benefit of time in regard to saving
  • Learn the essential features of retirement investments
  • Gain the confidence you need to create or modify your own retirement plan

Turn Your Savings into Retirement Income

If you’re planning to retire within the next few years:
Learn the benefits of a retirement income plan, factors to consider when transitioning your savings into income, and ways to develop a retirement plan for your goals and lifestyle.