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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 to UW employees and retirees.

Building a Portfolio for Any Weather

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

April 15, 2015

Noon – 1 p.m.
South Lake Union
Register for Section SP15-A

Confident Investing in Any Market

In this workshop, you will learn how to:

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

In this workshop presented by Fidelity Investments, you will learn how to:

May 13, 2015

12:00 – 1:00 p.m.
Bothell
Register for Section SP15-B

June 19, 2015

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

Income Strategies for Your Retirement

If you are a UW employee who is planning to retire within the next 12 months, you will want to attend this seminar. Here you will learn from a Fidelity Representative:

April 6, 2015

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

April 24, 2015

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

April 28, 2015

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

May 7, 2015

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

May 15, 2015

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

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

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

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