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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, Presentations, & Live Webinars

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

Bloomington

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 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

Live Webinars

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

March

March 30
12:00 noon

Help Secure Your Retirement with Lifetime Income

Online

Register

April

April 11
3:00pm

Foundations of investing

Online

Register

April 12
12:00 noon

Transitioning from career to retirement

Online

Register

April 18
3:00pm

Transitioning from career to retirement

Online

Register

April 20
12:00 noon

Foundations of investing

Online

Register

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.
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.
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.

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.

 

Online Tools and Resources

Retirement Goal Evaluator

Retirement Readiness Calculator

Savings and Spending Check-up

Take Home Pay Calculator

Your Contribution Maximizer