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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.

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.

May 21, 2015

Noon – 1 p.m.
Harborview Medical Center
Register for Section SP15-A

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.

June 19, 2015

12:00 – 1:00 p.m.
UW Medical Center
Register for Section SP15-C

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.

May 29, 2015

12:00 - 1:00 p.m.
Seattle, UW Tower
Register for Session SP15-F

June 4, 2015

12:00 - 1:00 p.m.
Seattle, UW Tower
Register for Session SP15-G

June 11, 2015

12:00 - 1:00 p.m.
Seattle, UW Tower
Register for Session SP15-H

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.

June 29, 2015

Noon – 1 p.m.
Seattle, UW Tower
Register for Session SP15-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.

July 22, 2015

11:30 a.m. - 1:00 p.m.
Health Sciences
Register for Section SP15-A