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.

Please note: All on campus events are currently postponed or canceled. Please check back for rescheduled events. For the latest information on the university's response to the COVID-19 situation, visit https://louisville.edu/campushealth/information/coronavirus.

Upcoming On Campus Workshops:

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

UofL 403(b) Retirement Plan Monthly Brown Bag Seminar Series

All faculty, staff and retirees are invited to bring their lunch and join us each month for a series of 1-hour brown bag seminars covering three separate topics. The Retirement Plan 101, Basics and Beyond session will discuss the basics of the university’s 403(b) plan with information about your contribution options, how much you should be saving, and investment options. During the Turn Your Savings Into Retirement Income session, you will learn about transitioning your retirement savings into income for retirement and how to develop a retirement income plan.  The Create a Budget, Ditch Your Debt, and Start Building for the Future session will discuss strategies, tools, and tips that can help you get a handle on your spending and borrowing. All sessions will be presented by Fidelity Investments. Spouses are also welcome.

Register to attend

2020 Schedule

Wednesday, January 29, 2020 (Retirement Plan 101, Basics & Beyond) – 12 pm to 1 pm -  Belknap Campus – Human Resources Training Room (1980 Arthur Street)

Wednesday, February 26, 2020(Retirement Plan 101, Basics & Beyond) – 12 pm to 1 pm -  HSC campus – School of Nursing, K-Wing HK2036

Wednesday, March 25, 2020 (Turn your Savings into Retirement Income) – 12 pm to 1 pm -  Belknap Campus – Human Resources Training Room (1980 Arthur Street)

Wednesday, April 29, 2020 (Turn your Savings into Retirement Income) – 12 pm to 1 pm -  HSC campus – Clinical and Translational Research (CTR) Room 124

Wednesday, May 27, 2020(Create a Budget, Ditch Your Debt, and Start Building for the Future) – 12 pm to 1 pm -  Belknap Campus – Human Resources Training Room (1980 Arthur Street)

Wednesday, June 24, 2020 (Create a Budget, Ditch Your Debt, and Start Building for the Future) – 12 pm to 1 pm -  HSC campus – School of Nursing, K-Wing HK2036

Wednesday, July 29, 2020(Retirement Plan 101, Basics & Beyond) – 12 pm to 1 pm -  Belknap Campus – Human Resources Training Room (1980 Arthur Street)

Wednesday, August 26, 2020 (Retirement Plan 101, Basics & Beyond) – 12 pm to 1 pm -  HSC campus – Clinical and Translational Research (CTR) 124

Wednesday, September 30, 2020 (Turn your Savings into Retirement Income) – 12 pm to 1 pm -  Belknap Campus – Human Resources Training Room (1980 Arthur Street)

Wednesday, November 18, 2020 (Turn your Savings into Retirement Income) – 12 pm to 1 pm -  HSC campus – Clinical and Translational Research (CTR) 124

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:

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.

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

TIAA:

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 TIAA.org/VE to find a complete list and to register.