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.

Income Diversification – Build a Plan for Retirement Income

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
February 9, 2018
Noon – 1 p.m.
Seattle, UW Tower
March 2, 2018
Noon – 1 p.m.
Seattle, UW Tower
March 7, 2018
Noon – 1 p.m.
Health Sciences
March 8, 2018
Noon – 1 p.m.
Seattle, UW Tower
March 13, 2018
Noon – 1 p.m.
Seattle, UW Tower
March 23, 2018
Noon – 1 p.m.
Harborview Medical Center

Register: Income Diversification – Build a Plan for Retirement Income

Invest Confidently in Your Future

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
February 7, 2018
Noon – 1 p.m.
Seattle, UW Tower

Register: Invest Confidently in Your Future

Make the Most of Your Retirement Savings

This workshop, presented by Fidelity Investments, will review the following important points:

  • The importance of saving as much as possible for retirement
  • How much to save for retirement and the benefits of saving more
  • Different account types you can use to save for retirement
  • Ways to preserve and grow your savings to last throughout your lifetime
February 27, 2018
Noon – 1 p.m.
Seattle, UW Tower

Register: Make the Most of Your Retirement Savings

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

March 5, 2018
Noon – 1 p.m.
Harborview Medical Center

Register: Make the Most of Social Security

Preserving Your Savings for Future Generations

In this free workshop, you will learn about:
•Key estate planning tools
•The importance of beneficiary designations
•Gifting and insurance replacement strategies

Presented by Fidelity and sponsored by the UW Benefit Office.

March 23, 2018
Noon – 1 p.m.
Seattle, UW Tower

Register: Preserving Your Savings for Future Generations