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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:

June 30, 2016

Noon – 1 p.m.
Seattle, UW Tower
Register Here

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.

April 15, 2016

12:00 – 1:00 p.m.
South Lake Union
Register Here

May 3, 2016

12:00 – 1:00 p.m.
Harborview Medical Center
Register Here

May 17, 2016

12:00 – 1:00 p.m.
Health Sciences
Register Here

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.

April 11, 2016

Noon - 1:00 p.m.
Seattle, UW Tower
Register Here

April 14, 2016

2:30 - 3:30 p.m.
Seattle, UW Tower
Register Here

April 22, 2016

Noon - 1:00 p.m.
Seattle, UW Tower
Register Here

May 6, 2016

Noon - 1:00 p.m.
Seattle, UW Tower
Register Here

May 9, 2016

Noon - 1:00 p.m.
Seattle, UW Tower
Register Here

May 16, 2016

Noon - 1:00 p.m.
Seattle, UW Tower
Register Here

May 15, 2016

Noon - 1:00 p.m.
Harborview Medical Center
Register Here

June 7, 2016

Noon - 1:00 p.m.
Health Sciences
Register Here

June 10, 2016

Noon - 1:00 p.m.
Seattle, UW Tower
Register Here

June 15, 2016

Noon - 1:00 p.m.
Health Sciences
Register Here

June 22, 2016

10:30 - 11:30 a.m.
Harborview Medical Center
Register Here

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 Here