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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

Register: Building a Portfolio

Designing Your Financial Roadmap

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

  • Design a financial roadmap that helps you achieve your savings goals
  • Establish a budget and manage debt
  • Balance and prioritize other non-retirement goals, such as college planning

Register: Designing Your Roadmap

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

Register: Getting on the Right Path

Income Options for Your Retirement

In this seminar you will learn about the importance of asset allocation in retirement, elements for building your retirement income strategy, and considerations for portfolio withdrawal rates.

This intermediate-level workshop is designed for individuals who are less than one year from retirement and would like to learn how to establish and maintain income during retirement.

Register: Income Strategies

Preparing Your Savings for Retirement

Boost your savings while you’re still at work, and learn steps you can take today as you prepare for your transition into retirement.

This intermediate-level workshop is designed for individuals age 55 or older who are two to ten years from retirement. Learn how to develop a retirement income plan, including how to:

  • Maximize your savings as you work
  • Conduct an income and expense analysis
  • Make the most of you income sources
  • Determine the impact of health care costs on retirement savings
  • Add estate planning to your retirement strategy

Register: Preparing Your Savings

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.

Register: Social Security Planning