University Human Resources
Retirement and Financial Education
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.
Clicking RSVP will take you to a new page on UHR's or an investment company's site.
|Get Started and Save for the Future You||IMU - Walnut Room||RSVP|
|Turn Your Savings into Income||IMU - Maple Room||RSVP|
|Get Started and Save for the Future You||Poplars W100||RSVP|
|Build a Portfolio for Any Weather||Poplars W100||RSVP|
|Fundamentals of Retirement Income Planning||Poplars W100||RSVP|
|Thrive: Women and Investing||Campus Center 307||RSVP|
|Turn Your Savings into Income||Campus Center 309||RSVP|
|Get Started and Save for the Future You||Campus Center 409||RSVP|
|Build a Portfolio for Any Weather||Campus Center 309||RSVP|
|Fundamentals of Retirement Income Planning||Goodman Hall 1353A||RSVP|
|Fundamentals of Retirement Income Planning||Campus Center 405||RSVP|
|Identify and Prioritize Your Goals||Admin Building, Alumni Room (2nd floor)||RSVP|
|Identify and Prioritize Your Goals||University Center 127||RSVP|
- 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.
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
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 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)