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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

November
Nov. 21
12:00 noon
Turn Your Savings into Retirement Income (description) IMU, Sassafras Room RSVP
December
Dec. 7
12:00 noon
Take the First Steps to Investing (description) IMU, Sassafras Room RSVP
Dec. 7
3:00 pm
Inside Money: Managing Income and Debt (description) Poplars W100 RSVP

IUPUI

November
Nov.16
12:00 noon
Paying Yourself: Income Options in Retirement (description) Campus Center 307 RSVP
Nov. 20
12:00 noon
Invest Confidently in Your Future (description) Campus Center 309 RSVP
December
Dec. 5
12:00 noon
Inside Money: Managing Income and Debt (description) Campus Center 409 RSVP
Dec. 6
12:00 noon
Make the Most of your Retirement Savings (description) Goodman Hall (GH) 1353 RSVP
Dec. 12
1:00 pm
Turn your Savings into Retirement Income (description) Campus Center 406 RSVP
Dec. 20
12:00 noon
Fundamentals of Retirement Income (description) Campus Center 309 RSVP

Kokomo

December
Dec. 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.

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

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
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.

November

Nov. 13
12:00 noon
Lifetime Income: Help secure your retirement Online Info
Nov. 14
3:00 pm
Paying Yourself: Income options for retirement Online Register
Nov. 15
12:00 noon
Estate planning - taxing matters Online Register
Nov. 15
3:00 pm
Start to Finish: The early career woman’s guide to financial wisdom Online Register
Nov.16
3:00 pm
Within Reach: Transitioning from career to retirement Online Register

December

Dec. 5
12:00 noon
Healthy Numbers: Integrating healthcare into your retirement plan Online Register
Dec. 7
12:00 noon
Halfway There: A retirement checkpoint Online Register
Dec. 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