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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

February
Feb. 20
12:00 noon
Money at Work: Foundations of Investing
(description)

In this workshop, you’ll learn:

  • Managing risk versus rewards
  • Understanding the role of investing and managing investment risks
  • Augmenting programs to help accelerate savings
  • Products and tools to sustain a portfolio
Poplars W100 RSVP
Feb. 21
12:30 p.m.
Invest Confidently for Your Future
(description)
  • The importance of asset allocation and diversification
  • Measures commonly used to evaluate funds, and what really affects portfolio performance
  • The importance of setting a long-term strategy, and key rebalancing techniques to keep a portfolio on track
Poplars W100 RSVP
Feb. 28
2:30 p.m.
Create a Budget, Ditch Your Debt
(description)
  • Help recognize the importance of managing debt
  • Steps for maintaining healthy financial fitness to help employees reach their future financial goals
IMU, Persimmon Room RSVP
March
March 22
12:00 noon
Fundamentals of Retirement Income Planning
(description)

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.

Poplars W100 RSVP
March 26
10:30 a.m.
Organize and Plan your Future: Women and Investing
(description)

Whether you're just starting out or nearing retirement, there are key steps you can take with your finances to help achieve the goals that are most important to you. In our Organize, Plan, and Own Your Future workshop, you will learn:

  • The principles of budgeting and saving
  • How to design an investing plan to meet your individual goals
  • How to keep your plan on track
IMU, Persimmon Room RSVP

IUPUI

February
Feb. 12
12:00 noon
Turn Savings into Retirement Income
(description)

If you’re planning to retire within the next few years.
Learn the benefits of retirement income planning, factors to consider when transitioning your savings into income, and ways to develop a retirement plan for your goals and lifestyle.

Campus Center 307 RSVP
Feb. 22
12:00 noon
Money at Work: Foundations of Investing
(description)

In this workshop, you’ll learn:

  • Managing risk versus rewards
  • Understanding the role of investing and managing investment risks
  • Augmenting programs to help accelerate savings
  • Products and tools to sustain a portfolio
Campus Center 310 RSVP
March
March 6
12:00 noon
Make the Most out of your Retirement Savings
(description)

In this workshop, you’ll learn:

  • The importance of saving as much as possible for retirement
  • How much to save for retirement and the benefits of saving more
  • Different account types you can use to save for retirement
  • Ways to preserve and grow your savings to last throughout your lifetime 
Campus Center 306 RSVP
March 21
12:00 noon
Fundamentals of Retirement Income Planning
(description)

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.

Campus Center 309 RSVP

South Bend

March
March 14
12:00 noon
Paying Yourself: Income options in retirement
(description)

Do you know how you’ll pay yourself in retirement? There are lots of considerations – including tax implications – that can affect your income. TIAA’s workshop leader will help you:

  • Understand the basic rules governing most common retirement accounts
  • Gain perspective on when to withdraw different assets
  • Discover the income choices TIAA offers
Admin Building, Alumni Room RSVP

Southeast

March
March 8
12:00 noon
Fundamentals of Retirement Income Planning
(description)

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.

University Center 121 RSVP

Live Webinars

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

February

Feb. 13
12:00 noon
Social Security basics Online Register
Feb. 14
3:00 pm
Charting Your Course: A financial guide for women Online Register
Feb. 15
3:00 pm
Inside Money: Managing income and debt Online Register
Feb. 27
12:00 noon
Help protect you, your family, and your money Online Register

March

March 13
12:00 noon
Retirement Plans—know the rules Online Register
March 13
3:00 pm
Paying Yourself: Income options in retirement Online Register
March 15
12:00 noon
Healthy Numbers: Integrating healthcare into your retirement plan Online Register
March 15
3:00 pm
Start to Finish: The early career woman’s guide to financial wisdom Online Register

Online Tools and Resources