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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 an investment company's site.

Bloomington

April
April 25
12:00pm
Paying Yourself: Income Options in Retirement
(description)
IMU, Walnut Room RSVP
April 30
12:00pm
Social Security Basics
(description)
IMU, Persimmon Room RSVP
May
May 2
12:00pm
Plan, Organize and Own the Outcome: Women and Investing
(description)
Poplars, W100 RSVP
May 22
12:00pm
Postcards from the Future
(description)
Poplars, W100 RSVP
May 23
12:00pm
Prepare for the Reality of Healthcare in Retirement
(description)
Poplars, W100 RSVP
May 29
12:00pm
Make the Most of Your Retirement Savings
(description)
IMU, Maple Room RSVP
June
June 18
12:00pm
Invest Confidently in Your Future
(description)
Poplars, W100 RSVP
June 28
12:00pm
Create a Budget, Ditch your Debt
(description)
Poplars, W100 RSVP

IUPUI

April
April 24
12:00pm
Create a Budget, Ditch your Debt
(description)
Campus Center 308 RSVP
April 24
12:00pm
Paying Yourself: Income options in retirement
(description)
University Library CR 1116 RSVP
May
May 1
12:30pm
Retirement Income Planning on Your Own: Women and Investing
(description)
Campus Center 307 RSVP
May 9
12:00pm
Postcards from the Future
(description)
Taylor Hall 2137 RSVP
May 22
1:00pm
Prepare for the Reality of Healthcare in Retirement
(description)
Campus Center 309 RSVP
June
June 12
12:00pm
Basics of Social Security
(description)
Campus Center 306 RSVP
June 19
12:00pm
Turn Savings into Retirement Income
(description)
Campus Center 308 RSVP

East

April
April 19
12:00pm
Social Security Basics
(description)
Community Room, Whitewater Hall RSVP

Kokomo

June
June 20
12:00pm
Fundamentals of Retirement Income Planning
(description)
Kelley Student Center 130B RSVP

Northwest

June
June 7
12:00pm
Create a Budget, Ditch your Debt
(description)
LLC 110 RSVP

Southeast

July
July 18
12:00pm
Social Security Basics
(description)
University Center 121 RSVP

Live Webinars

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

May

May 8
3:00pm
Healthy Numbers: Integrating healthcare into your retirement plan Online Register
May 10
12:00pm
The 411 on 529 college savings plans Online Register
May 10
3:00pm
Within Reach: Transitioning from career to retirement Online Register
May 17
12:00pm
How smart investors ride out market volatility Online Register
May 17
3:00pm
Charting Your Course: A financial guide for women Online Register
May 22
12:00pm
Top 5 estate planning mistakes Online Register

June

June 12
12:0pm
Equally Prepared: Financial planning for the LGBT community Online Register
June 12
3:00pm
Postcards From the Future: A woman’s guide to financially ever after Online Register
June 13
12:00pm
Dismantling myths about annuities Online Register
June 13
3:00pm
The Starting Line: Why and how retirement saving should begin now Online Register
June 14
12:00pm
Money at Work 1: Foundations of investing Online Register
June 14
3:00pm
Paying Yourself: Income options in retirement Online Register

Online Tools and Resources