Total Benefits

Attend a seminar: Retirement planning help

Whether you’re nearing retirement or just starting to save, learning from a financial consultant can help you achieve your retirement goals. With these free seminars, sponsored by UW Benefits, you get professional guidance in a small classroom setting.

Register for upcoming seminars

Use the links below to view seminar schedules, locations, and registration instructions.

Fundamentals of Retirement Income Planning

In this seminar you will learn more about important elements you should take into consideration when creating your personal retirement income strategy to meet your retirement goals. Who should attend: UW employees who are planning to retire within the next few years . In this workshop presented by Fidelity Investments, you will learn the following:

  • Understand the financial and personal risks pre-retires may face
  • Understanding the 5 Key Risks
  • Identifying Expenses and Income
  • Creating a plan
October 25, 2017
Noon – 1 p.m.
Seattle, UW Tower
October 31, 2017
Noon – 1 p.m.
Seattle, UW Tower
November 9, 2017
Noon – 1 p.m.
Seattle, UW Tower
November 9, 2017
Noon – 1 p.m.
Health Sciences
November 29, 2017
Noon – 1 p.m.
Seattle, UW Tower

Register: Fundamentals of Retirement Income Planning

Confident Investing in Any Market

In this seminar, presented by Fidelity Investments, you’ll learn how to:

  • Evaluate if you have the right mix of investments
  • Assess what factors impact portfolio performance
  • Identify different investment vehicles to help reduce taxes
October 17, 2017
Noon – 1 p.m.
South Lake Union
December 5, 2017
Noon – 1 p.m.
Harborview Medical Center

Register: Confident Investing in Any Market

Designing Your Financial Roadmap

In this seminar, presented by Fidelity Investments, you’ll learn how to:

  • Design a financial roadmap to help you achieve your savings goals
  • Establish a budget and manage debt
  • Balance and prioritize other nonretirement goals (such as college planning)
October 12, 2017
Noon – 1 p.m.
Bothell Campus
December 15, 2017
Noon – 1 p.m.
Tacoma Campus

Register: Designing Your Financial Roadmap

Make the most of Social Security

Attend this workshop to learn more about what benefits to expect from Social Security and when and how to calculate and file for this important retirement benefit.

Who should attend: UW employees who are planning to retire within the next few years . In this workshop presented by Fidelity Investments, you will learn the following:

• Understand the different Social Security choices • How to put a plan in place to prepare for living in retirement. • Tools and information to help you optimize Social Security. • How to calculate your benefits, when and how to claim

November 30, 2017
Noon – 1 p.m.
Seattle, UW Tower

Register: Make the most of Social Security

Building a Portfolio for Any Weather

In this seminar, presented by Fidelity Investments, you’ll learn how to determine an appropriate investment mix and your investment style. You’ll select options that fit your investment approach and learn how to manage your investment strategy to help meet your long-term goals.

December 5, 2017
Noon – 1 p.m.
Seattle, UW Tower
December 6, 2017
Noon – 1 p.m.
Health Sciences

Register: Building a Portfolio for Any Weather

Getting on the Right Path with Your Workplace Savings Plan

In this workshop, you will learn how to effectively balance your saving, spending, and debt. You’ll set goals and develop a plan to reach them and you’ll estimate how much to save for retirement and set for your contribution rate.

(This class is not scheduled at this time. Please check back for future dates)