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
August 8, 2017
Noon – 1 p.m.
Tacoma Campus
October 3, 2017
Noon – 1 p.m.
Harborview Medical Center
October 24, 2017
Noon – 1 p.m.
Seattle, UW Tower
October 31, 2017
Noon – 1 p.m.
Seattle, UW Tower

Register: Fundamentals of Retirement Income Planning

Building a Portfolio for Any Weather

In this seminar, which is designed for the beginning investor, you’ll learn how to:

  • Determine an appropriate investment mix for your investment style
  • Select investment options that fit your investment style
  • Manage your investment strategy to help meet your long-term goals

August 10, 2017
Noon – 1 p.m.
Harborview Medical Center

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.

August 15, 2017
Noon – 1 p.m.
Seattle, UW Tower

September 29, 2017
Noon – 1 p.m.
Seattle, Health Sciences

Register: Getting on the Right Path with Workplace Savings

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

September 14, 2017
Noon – 1 p.m.
Seattle, UW Tower

October 17, 2017
Noon – 1 p.m.
South Lake Union

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)
August 17, 2017
Noon – 1 p.m.
Seattle, Health Sciences
October 12, 2017
Noon – 1 p.m.
Bothell Campus

October 31, 2017
Noon – 1 p.m.
Tacoma Campus

Register: Designing Your Financial Roadmap