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Don’t miss financial wellness, retirement planning webinars

If you’re interested in building your financial know-how or learning how to plan for retirement like a pro, IU Human Resources has you covered. This fall, IUHR is bringing back its popular virtual education series, Road to Financial Wellness and Road to Retirement.

Check out the upcoming sessions below and click on the links to register.

Road to Financial Wellness

These interactive webinars will feature campus and industry experts who break down complex financial concepts into simple, relatable terms, whether you’re looking for basics like budgeting and saving, or steps to develop healthier long-term financial habits. Discussions will focus on:

  • Setting achievable savings goals.
  • Conquering debt and regaining financial freedom.
  • Navigating college savings plans.
  • Consolidating retirement accounts to save time and money.
  • Investing for beginners.

Who: The series is open to employees, residents and student academic appointees, at all ages and career stages.

When: Now through January 2025.

How to register: Visit the IU Human Resources event calendar to learn more and register.

Road to Retirement Series

Planning for retirement can feel overwhelming and confusing, and it can be difficult to know where to start. That’s where Road to Retirement comes in. Whether you’re approaching retirement or just starting to explore your options, expert speakers from IU Human Resources, Social Security and Medicare will equip you with the tools and knowledge you need to confidently navigate your journey from employee to retiree.

Topics that will be covered include:

  • Retirement options and strategies for employees over and under age 65.
  • Eligibility and enrollment guidelines for Medicare and Social Security.
  • HSA strategies for retirement and beyond.
  • IU retiree status and the associated benefits, including health insurance.
  • Maximizing your retirement savings leading up to retirement.

Who: The series targets those within five years of retirement, but registration is open to all IU faculty and staff regardless of age or retirement timeline. Spouses and partners are also encouraged to attend.

When: Now through December.

How to register: The full schedule and links to register are available on the Road to Retirement web page.

For questions about either series, or accommodation requests, contact IUHR at askhr@iu.edu.