Retirement Meetings, Workshops and Webinars
Retirement planning can be a daunting topic and you may find yourself asking, how do I start? Am I saving enough? What's my next step? Where can I go for help? Whether you are thinking about retiring soon or just getting started with your retirement savings journey, we are working on bringing retirement sessions on campus with a variety of financial and retirement-related topics to help you along your road to retirement. Please join us! All sessions are open to faculty, staff and retirees.
Upcoming On-Campus 1:1 Meetings:
UofL's financial vendors will be on campus during the dates and times below. Please register if you would like to sign up for a 1:1 meeting.
There are no 1:1 meetings available at this time.
Fidelity:
Fidelity offers many live and on demand webinars on topics such as multi-goal planning, retirement income planning, budgeting and more. Any participant can login into Fidelity NetBenefits via webworkshops.fidelity.com to access live workshops of varying topics. Login is required.
Fidelity Consultants
Your Fidelity Workplace Financial Consultants, Mike Fischer and Tony Davis, are available to help you plan for your financial future. They can help you plan with basic budgeting or more complex financial situations.
Call 1-800-642-7131 or visit www.fidelity.com/schedule to schedule an appointment:
• Click Schedule a time to meet
• Enter & select University of Louisville
• Select Virtual Appointment or Phone
• Schedule a time that works best for you!
TIAA:
TIAA Consultants
Dann Newfont