Education & Training

Learn how an income plan can offset key risks in retirement, and how you can use Fidelity’s resources to feel more confident as you prepare to make the move from saving to spending.

Learn how to estimate your healthcare costs and how to factor those costs into your retirement paycheck. 

Join us for an in-depth overview of Social Security benefits, including eligibility, the application process, and strategies to maximize benefits. 

Medicare Part D is prescription drug coverage offered by private insurance companies for those aged 65 and older. Join us to learn why it’s important to enroll and how to compare your options.

Explore each part of the Medicare “alphabet,” including coverage, costs, and enrollment dates. You’ll also learn what to do (or not do) at age 65 and when you prepare to retire.

Learn about the age and service requirements for IU Retiree Status and the associated benefits and privileges.

Learn to leverage your HSA as a powerful retirement savings tool! We’ll teach you to maximize your HSA during your final years of employment and guide you through the rules once you’re on Medic...Read more

Gain a general understanding of estate planning, including taxable distributions, the importance of a living will and health care proxy, and the basics of trusts, gifting, and insurance replacement...Read more