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Join us for a week of educational sessions designed to help you plan, save, and prepare for retirement.

Faculty, staff, students, and family members are welcome to attend.

How to Register

Registration varies by session provider. Select your session provider below for registration instructions.
Fidelity Sessions

Registration required

  1. Select Register for a Fidelity Session below.
  2. Enter University of Utah in the employer name field.
  3. Select Virtual event, then select Register for each session you want to attend.
Register for a Fidelity Session
TIAA Sessions

Registration required

  1. Select Register for a TIAA Session below.
  2. Select the checkbox for each session you want to attend.
  3. Complete the Register Now section and select Register.
Register for a TIAA Session
Other Sessions

No advance registration required

When the session is ready to begin, select Join Meeting in the schedule below.

Schedule

Fifty-minute sessions are offered by several University partners. Select a date below to explore the schedule, or browse sessions by category.

View Sessions by Day

Select a date below to view the sessions offered that day.

Session Categories

Early Career / New to Saving
Mid-Career / General Information
Late Career / Considering Retirement
All Stages of Retirement

Monday, October 19th


Medicare Basics

11:00 AM

Steve Bithell · Insurance Advisors of Utah

Late Career / Considering Retirement
Join Meeting
Weathering Market Volatility: Smart Strategies for Investors

12:00 PM

Chris Florimonte · TIAA

All Stages of Retirement
Register for a TIAA Session
Make the Most of Your Retirement Savings

1:00 PM

Brady Hunsaker · Fidelity Investments

Early Career / New to Saving
Register for a Fidelity Session

Tuesday, October 20th


Medicare Basics

10:00 AM

Tina Perini · Retiree Health Solutions

Late Career / Considering Retirement
Join Meeting
Medicare: Must Know for 2027 / State of Medicare

11:00 AM

Steve Bithell · Insurance Advisors of Utah

Late Career / Considering Retirement
Join Meeting
Set Your Retirement Date: Understand the Factors to Get You to Your Goal (English)

12:00 PM

Antonio Sosa · TIAA

Late Career / Considering Retirement
Register for a TIAA Session
Fundamentals of Retirement Income Planning

1:00 PM

Brady Hunsaker · Fidelity Investments

Late Career / Considering Retirement
Register for a Fidelity Session

Wednesday, October 21st


Navigating Market Volatility

9:00 AM

Teo Ngatuvai · Fidelity Investments

All Stages of Retirement
Register for a Fidelity Session
Make the Most of Your Retirement Savings (Retirement Plan vs IRAs)

10:00 AM

Teo Ngatuvai · Fidelity Investments

All Stages of Retirement
Register for a Fidelity Session
Set Your Retirement Date: Understand the Factors to Get You to Your Goal (Spanish)

11:00 AM

Antonio Sosa · TIAA

Late Career / Considering Retirement
Register for a TIAA Session
Charting Your Course: A Woman's Financial Guide

12:00 PM

Mackenzie Huish-Casey · TIAA

All Stages of Retirement
Register for a TIAA Session
Learn the Basics of Social Security

2:00 PM

Teo Ngatuvai · Fidelity Investments

Late Career / Considering Retirement
Register for a Fidelity Session

Thursday, October 22nd


Utah Retirement Systems Tier 1

9:00 AM

Tracy Wilder · Utah Retirement Systems

All Stages of Retirement
Join Meeting
How to Begin Investing for Retirement

10:00 AM

Teo Ngatuvai · Fidelity Investments

Early Career / New to Saving
Register for a Fidelity Session
Investing With Intention: Strategies to Manage Risk and Shape Results

11:00 AM

Molly Phelps · TIAA

Mid-Career / General Information
Register for a TIAA Session
Overview of URS Tier 2

12:00 PM

Tracy Wilder · Utah Retirement Systems

All Stages of Retirement
Join Meeting
Medicare Retiree Health Insurance

2:00 PM

Tina Perini · Retiree Health Solutions

Late Career / Considering Retirement
Join Meeting