Departments

Campus

Benefits

UHRM Retirement Week


Join Us for a Week of Educational
Presentations Related to Retirement Savings

Faculty, staff, and students, as well as family members, are encouraged to attend

Fifty-minute sessions are being provided by several different University partners. To help you choose the sessions most applicable to you, they have been color-coded as follows:

Early Career / New to Saving
Mid-Career / General Information
Late Career / Considering Retirement
All Stages of Retirement

Take some time for yourself and "attend" a session or two to help plan for a successful future retirement!
Monday, October 21
9:00 am Navigating Market Volatility - Brady Hunsaker
(Fidelity Investments) - Register here
10:00 amMedicare Basics - Steve Bithell
(Individual Broker) - Click here to join meeting
12:00 amBasic Estate Planning - Tamera Telesko
((TIAA) - Register here
1:00 pm Write your Next Chapter: 5 Steps to Setting your Retirement Date - Nathan Garner
(TIAA) - Register here

Tuesday, October 22
9:00 am Maximize Social Security in Retirement - Brady Hunsaker
(Fidelity Investments) - Register here
10:00 amMedicare Basics - Tina Perini
(Individual Broker) - Click here to join meeting
11:00 am*New Benefit Coming Soon*
Life Insurance with Long Term Care - Greg Killilea and Travis Beck
(Moreton & Chubb) – Click here to join meeting
12:00 pmURS Tier 1 - Vicky Steinbrech
(URS) - Click here to join meeting
2:00 pm Understanding the Basics of Social Security – Teo Ngatuvai
(Fidelity Investments) - Register here

Wednesday, October 23
9:00 am Finding an Investment Style to Fit your Needs - Brady Hunsaker
(Fidelity Investments) - Register here
12:00 pmTake Control of your Financial Life: 5 Steps to Managing Money and Debt - Eric Roberts
(TIAA) - Register here
1:00 pmInvest for Success: 5 Principles you Need to Know - Kelton Lawson
(TIAA) - Register here
1:00 pm U of U Retirement Plan vs IRA - Teo Ngatuvai
(Fidelity Investments) - Register here

Thursday, October 24
11:00 am Investing 201: Fine-tuning your Investment Strategy for the Future - Scott Rethford
(TIAA) - Register here
12:00 pmURS Tier 2 - Vicky Steinbrech
(URS) - Click here to join meeting
1:00 pmSocial Security Considerations - Colleen Carcone
(TIAA) - Register here
2:00 pm Medicare Basics - Tina Perini
(Individual Broker) - Click here to join meeting

Friday, October 25
9:00 amU of U Retirement Plan vs IRA - Brady Hunsaker
(Fidelity Investments) - Register here
10:00 amCreating a Budget You’ll Use - Teo Ngatuvai
(Fidelity Investments) - Register here
11:00 amMaximize Social Security in Retirement - Teo Ngatuvai
(Fidelity Investments) - Register here
12:00 pm Charting your Course: A Financial Guide for Women - Kristi Briedenbach
(TIAA) - Register here

Login information for each session can be found at www.benefits.utah.edu.

If you will be considering retirement from the University in the next few years, see the UHRM Retiree Benefits web page at https://benefits.utah.edu/planning-for-retirement/ for information on current retiree benefits and things to consider as you prepare for retirement.