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.

Turn Your Savings into 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 27, 2019
Noon – 1 p.m.
Seattle, UW Tower
March 11, 2019
Noon – 1 p.m.
Health Sciences
March 20, 2019
Noon – 1 p.m.
Harborview
March 26, 2019
Noon – 1 p.m.
Seattle, UW Tower

Register: Turn Your Savings into Retirement Income

Invest Confidently for 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 1, 2019
Noon – 1 p.m.
Seattle, UW Tower
February 19, 2019
Noon – 1 p.m.
Seattle, UW Tower

Register: Invest Confidently for 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

Register: Make the Most of Your Retirement Savings

Maximize Social Security in Your Retirement

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 12, 2019
Noon – 1 p.m.
Harborview

Register: Maximize Social Security in Your Retirement

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.

November 21, 2018
Noon – 1 p.m.
Seattle, UW Tower

Register: Preserving Your Savings for Future Generations

Take the First Step to Investing

In this workshop, you will 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.

Presented by Fidelity and sponsored by the UW Total Benefit Office.

January 23, 2019
 Noon – 1 p.m.
Harborview
January 25, 2019
Noon – 1 p.m.
Seattle, UW Tower

Register:Take the First Step to Investing

Create a Budget, Ditch your Debt, and Start Saving for the Future

In this free workshop, the key topics reviewed are:

  • Help recognize the importance of managing debt
  • Learn how to track expenses and create a budget
  • See what goes into your credit score and how to improve it
  • Steps for maintaining healthy financial fitness to help employees reach their future financial goals

Presented by Fidelity and sponsored by the UW Total Benefit Office.

December 4, 2018
Noon – 1 p.m.
Harborview
December 21, 2018
Noon – 1 p.m.
Health Sciences

Register: Create a Budget, Ditch your Debt, and Start Saving for the Future

Social Security: A Foundation for Planning Your Future

This popular seminar is presented by a Public Affairs Specialist with the Social Security Administration (SSA)
Get answers to your questions, including:

  • 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 Account” and other online services.

If you plan to attend this workshop, the SSA requests that you bring a printed copy of your Social Security Benefit Statement with you as this important tool will be referenced during the presentation. You can download a copy from the official SSA website at https://www.ssa.gov/myaccount/.

Register: Social Security: A Foundation for Planning Your Future