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.

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
January 26, 2017
Noon – 1 p.m.
Seattle, Health Sciences
Register: Building a Portfolio
Getting on the Right Path with Your Workplace Savings Plan

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

  • Manage your spending, saving, and debt
  • Set financial goals and make a plan to achieve them
  • Estimate how much you need to save each month for retirement
February 9, 2017
Noon – 1 p.m.
Seattle, UW Tower
February 16, 2017
Noon – 1 p.m.
Seattle, Harborview

Register: Getting on the Right Path

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.

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
February 16, 2017
Noon – 1 p.m.
Seattle, Bothell

Register: Make the Most of Social Security

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
March 8, 2017
Noon – 1 p.m.
Seattle, Health Sciences
March 9, 2017
Noon – 1 p.m.
Seattle, UW Tower

Register: Confident Investing in Any Market

Social Security: A Foundation for Planning Your Future

Do you know what benefits to expect from Social Security and when they will be available to you and your family members?

Attend this seminar to gain a better understanding of how the Social Security and Medicare systems work, including answers to the questions:

  • What are the eligibility requirements for Social Security?
  • How does early retirement affect your benefits?
  • What programs are administered under the Social Security Act?
  • What is the future of Social Security?
  • When do Social Security and Medicare benefits begin?
  • How to use your “my Social Security” Online Account and other online services.

This seminar is presented by a representative from the Social Security Administration (SSA). Note, your spouse or partner is welcome to attend this seminar with you.

Before you attend the seminar: The SSA requires that you bring a printed copy of your Social Security Benefit Statement with you to this workshop as this important tool will be referenced during the workshop. To download a copy, access your social security account at the official SSA website.

Thursday, March 16, 2017
11:30 – 1 p.m.
Seattle, UW Tower

Register: Social Security, a Foundation for Planning

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)
April 4, 2017
Noon – 1 p.m.
Seattle, South Lake Union
April 12, 2017
Noon – 1 p.m.
Seattle, Harborview

Register: Designing Your Financial Roadmap

 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
March 28, 2017
Noon – 1 p.m.
Seattle, UW Tower
April 5, 2017
Noon – 1 p.m.
Seattle, UW Tower
April 14, 2017
Noon – 1 p.m.
Seattle, UW Tower
April 21, 2017
Noon – 1 p.m.
Seattle, UW Tower

Register: Fundamentals of Retirement Income Planning