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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:

February 23, 2016

Noon – 1 p.m.
Tacoma
Register for Section WI16-A

March 9, 2016

Noon – 1 p.m.
Bothell
Register for Section WI16-B

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.

January 29, 2016

12:00 – 1:00 p.m.
Seattle, UW Tower
Register for Section WI16-A

April 15, 2016

12:00 – 1:00 p.m.
South Lake Union
Register for Section WI16-B

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.

February 4, 2016

12:00 – 1:00 p.m.
Seattle, UW Tower
Register for Section WI16-A

February 18, 2016

12:00 – 1:00 p.m.
Harborview Medical Center
Register for Section WI16-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.

March 10, 2016

Noon - 1:00 p.m.
Seattle, UW Tower
Register for Session WI16-A

April 7, 2016

Noon - 1:00 p.m.
Seattle, UW Tower
Register for Session WI16-B

April 22, 2016

Noon - 1:00 p.m.
Seattle, UW Tower
Register for Session WI16-C

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.

April 29, 2016

Noon - 1 p.m.
Seattle, UW Tower
Register for Session WI16-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:

March 30, 2016

11:30 a.m. - 1:00 p.m.
Seattle, UW Tower
Register here

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.