Retirement 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 Workshops:

UofL 403(b) Retirement Plan 101, Basics and Beyond

Monthly Brown Bag Seminar Series: University of Louisville 403(b) Retirement Plan 101, Basics and Beyond

All faculty, staff and retirees are invited to bring their lunch and join us each month for a brown bag seminar series called University of Louisville 403(b) Retirement Plan 101, Basics and Beyond. During this one hour session, you will learn the basics of the university’s 403(b) plan with information about your contribution options, how much you should be saving, and investment options. These sessions are a great opportunity for new and current employees to learn more about one of the best benefits the university offers to employees. This session will be presented by Fidelity Investments. Spouses are also welcome.

Register to attend

2019 Schedule

Wednesday, September 25, 2019 – 12 pm to 1 pm -  HSC campus – CTR Room 124

Wednesday, November 20, 2019 – 12 pm to 1 pm -  Belknap Campus – Human Resources Training Room

Wednesday, December 18, 2019 – 12 pm to 1 pm -  HSC Campus – CTR Room 124

View Handout

Social Security Seminar

September 18, 2019, noon to 1:00 pm, Human Resources (1980 Arthur Street)
Bring your lunch on September 18 for a lunch and learn session, presented by a representative from the Social Security office. Topics covered will include retiree benefits, Medicare, how to create a MY SSA Account, and other online services. Register Now

Retirement Readiness Series

September 12 and September 26, 2019, 5:30 - 8:00 pm, Belknap Campus, Human Resources 1980 Arthur Street

Are you thinking about retiring from the university within the next three to five years? You may be wondering what to expect, or what you should do next. Let us help you prepare. Human Resources will be hosting a two-part retirement readiness series this September for UofL employees. Spouses are also welcome. The first session will discuss retiree benefits, prescriptions, and information on how to select a Medicare Part D plan. The second session will include discussion on financial planning in retirement and emotional readiness. The sessions will be September 12 and 26, each from 5:30 – 8:00 pm in the Human Resources building, 1980 Arthur Street. Light refreshments will be served. Participants can attend one or both sessions.

Registration for this event is now closed due to reaching attendee maximum

Webinars and Online Resources:

Both Fidelity and TIAA have a robust offering of online resources, including many webinars at no cost to you.  View the webinar and online resources on the respective websites listed below.


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 to access live workshops of varying topics.  Login is required.

Pre-recorded webinars are also available at any time on demand, without requiring a log in. 

Financial Education Workshop Series in 2019

Fidelity Webcast: Understanding Medicare: Costs, Coverages, & Questions Answered - Available online in November


TIAA offers live webinars throughout the year on topics such as investing in your future, living in retirement, saving for life’s milestones and spending within your means.  Visit to find a complete list and to register.

View Upcoming Live Webinars