Education & Training

Join Social Security expert Charo Boyd for an in-depth overview of Social Security benefits.

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

Join Ben Hudson, SHIP Training Director, for an overview of “Original” Medicare (Parts A and B). 

Join Ben Hudson, SHIP Training Director, for an overview of prescription coverage under Medicare, known as Part D. You’ll learn why it’s important to enroll, what the plan options are, and how ...Read more

If you’re enrolled in an HSA and near age 65 (or older), you can’t afford to miss this session. 

Learn everything you need to know about IU retiree status and the associated benefits and perks.

Join us for an overview of the Public Employees’ Retirement Fund (PERF) administered by INPRS.

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

Learn about IU’s Phased Retirement Program for faculty members, tips to maximize your contributions leading up to retirement, and how to defer separation pay to your retirement accounts.

Join Social Security expert Charo Boyd for an in-depth overview of Social Security benefits.