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Retirement Savings & Investment Seminars

Whether you're starting out, building wealth, or getting ready to retire, the Benefits Office sponsors FREE seminars packed with information that can help you through your journey. The following is a list of seminars offered by Fidelity Investments to UW employees and retirees.

Building a Portfolio for Any Weather

In this seminar, which is designed for the beginning investor, you will learn:

August 26, 2015

Noon – 1 p.m.
Seattle, UW Tower
Register for Section SU15-A

Confident Investing in Any Market

Learn how to actively evaluate your investment portfolio and build a tax-smart investing strategy. This intermediate-level workshop is designed for individuals who are actively engaged in managing their personal savings and looking to address additional savings needs.

September 10, 2015

Noon – 1 p.m.
Seattle, UW Tower
Register for Section SU15-A

October 28, 2015

Noon – 1 p.m.
UW Tacoma
Register for Section SU15-B

October 28, 2015

Noon – 1 p.m.
UW Bothell
Register for Section SU15-C

Designing Your Financial Roadmap

Learn how to design a financial roadmap to help you achieve your savings goals, how to establish a budget and manage debt, and how to balance and prioritize other nonretirement goals such as college planning.

July 31, 2015

12:00 – 1:00 p.m.
Seattle, UW Tower
Register for Section SU15-D

August 5, 2015

12:00 – 1:00 p.m.
Harborview
Register for Section SU15-B

August 28, 2015

12:00 – 1:00 p.m.
UW Medical Center
Register for Section SU15-C

Getting on the Right Path with Your Workplace Savings Plan

Learn how to maximize your workplace savings plan. This beginner-level workshop is intended for individuals who are not participating in their workplace savings plan, or who would like to learn ways to save more.

August 13, 2015

12:00 – 1:00 p.m.
Seattle, UW Tower
Register for Section SU15-A

October 20, 2015

12:00 – 1:00 p.m.
South Lake Union
Register for Section SU15-B

Income Strategies 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.

October 8, 2015

12:00 - 1:00 p.m.
Seattle, UW Tower
Register for Session SU15-A

Preparing Your Savings for Retirement

Learn ways to help boost your savings while you're still at work, and 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 2 - 10 years from retirement and who would like to learn how to develop a retirement income plan.

October 29, 2015

Noon – 1 p.m.
Seattle, UW Tower
Register for Session SU15-A

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:

Presented by a representative from the Social Security Administration (SSA). Note: Spouses and partners are welcome to attend this workshop with you.

Pre-Requisite: 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, please go to http://www.ssa.gov/myaccount/ to sign in or create an account.

October 7, 2015

11:30 a.m. - 1:00 p.m.
Seattle, UW Tower
Register for Section SU15-A