UHRM Retirement Week
UHRM Retirement Week Has Gone Virtual!
Join Us for a Week of Educational
Presentations Related to Retirement Savings
Faculty, staff, and students, as well as family members, are encouraged to attend
Fifty-minute sessions are being provided by several different University partners. To help you choose the sessions most applicable to you, they have been color-coded as follows:
Fidelity session(s)
To register for a Fidelity session(s), please complete the following steps:- Click "Register here" link below
- Select "Attend a learning event"
- Enter University of Utah in the employer name box
- Select "Virtual event"
- Click the "Register" button for each session you would like to attend
TIAA session(s)
To register for a TIAA session(s), please complete the following steps:- Click "Register here" link below
- Click the checkbox for each session you would like to attend
- Complete the "Register Now" section and select "Register"
Other Sessions
For other sessions click the “Click here to join the meeting” link when the meeting is set to begin| 9:00 am | Psychology of Investing – Zac Huish (HUB) - Click here to join the meeting Passcode: 342431 |
| 10:00 am | Medicare Basics – Steve Bithell (Individual Broker) - Click here to join the meeting |
| 11:00 am | Estate Planning Considerations – Bradlee Berk (TIAA) - Register here |
| 12:00 pm | How to Make the Most of Your Retirement Savings – Brady Hunsaker (Fidelity Investments) - Register here |
| 1:00 pm | Learn the Basics of When and How to Claim Social Security – Teo Ngatuvai (Fidelity Investments) - Register here |
| 9:00 am | Building your Retirement Plan – Zac Huish (HUB) - Click here to join the meeting Passcode: 454111 |
| 10:00 am | The Role Roth IRAs can Play in Retirement – Brady Hunsaker (Fidelity Investments) - Register here |
| 11:00 am | Take Control of Your Financial Life: Steps to Managing Money and Debt – Kevin Collins (TIAA) - Register here |
| 12:00 pm | Prepare for the Reality of Health Care in Retirement – Teo Ngatuvai (Fidelity Investments) - Register here |
| 1:00 pm | How to Plan for the Income You’ll Need in Retirement – Brady Hunsaker (Fidelity Investments) - Register here |
| 2:00 pm | Understanding your Tier 1 Retirement Benefits – Vicky Steinbrech (Utah Retirement Systems) - Click here to join the meeting Passcode: dTfaRD |
| 9:00 am | Understanding Your Retirement Plan and All it Has to Offer – Teo Ngatuvai (Fidelity Investments) - Register here |
| 10:00 am | Creating a Budget, You’ll Actually Use – Teo Ngatuvai (Fidelity Investments) - Register here |
| 11:00 am | Write your Next Chapter: 5 Steps to Setting your Retirement Date – Kevin Collins (TIAA) - Register here |
| 12:00 pm | Understanding the Basics of Social Security – Brady Hunsaker (Fidelity Investments) - Register here |
| 1:00 pm | Invest for Success: 5 Principles you Need to Know – Kevin Collins (TIAA) - Register here |
| 9:00 am | Navigating Market Volatility – Brady Hunsaker (Fidelity Investments) - Register here |
| 10:00 am | Medicare Basics – Tina Perini (Individual Broker) - Click here to join the meeting |
| 11:00 am | Start to Finish: The Early Career Woman’s Guide to Financial Wisdom – Michelle Szczepanski (TIAA) - Register here |
| 12:00 pm | Make the Move toward Long-Term Financial Security – Michelle Szczepanski (TIAA) - Register here |
| 2:00 pm | Understanding your Tier 2 Retirement Benefits – Vicky Steinbrech (Utah Retirement Systems) - Click here to join the meeting Passcode: pEqVFE |
| 9:00 am | Understanding Your Retirement Plan and All it Has to Offer – Teo Ngatuvai (Fidelity Investments) - Register here |
| 11:00 am | Building your Retirement Plan – Zac Huish (HUB) - Click here to join the meeting Passcode: 168200 |
| 12:00 pm | Asuma el control de su vida financiera – Antonio Sosa (TIAA) - Register here |
| 1:00 pm | Pre-tax vs. Roth – Zac Huish (HUB) - Click here to join the meeting Passcode: 474915 |
