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Benefits

UHRM Retirement Week

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

Retirement Week Recordings


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:

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

Take some time for yourself and "attend" a session or two to help plan for a successful future retirement!

Fidelity session(s)

To register for a Fidelity session(s), please complete the following steps:
  1. Click "Register here" and select "Attend a learning event"
  2. Enter University of Utah in the employer name box
  3. Select "Virtual event" and 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:
  1. Click "Register here"
  2. Click the checkbox for each session you want to attend
  3. Complete the "Register Now" section and select "Register"

Other Sessions

For other sessions click the "Click here to join meeting" link when the meeting is set to begin
Monday, October 20
9:00 am Learn the Basics of Social Security – Teo Ngatuvai
(Fidelity Investments) - Register here
10:00 amNavigating Market Volatility – Teo Ngatuvai
(Fidelity Investments) - Register here
11:00 amHow to Make the most of Your Retirement Savings – Brady Hunsaker
(Fidelity Investments) - Register here
12:00 pm Planning for Life Milestones – Kelton Lawson
(TIAA) – Register here
1:00 pm Set your Retirement Date – Kevin Collins
(TIAA) - Register here

Tuesday, October 21
9:00 am Medicare Basics – Steve Bithell
(Individual Broker) - Click here to join meeting
10:00 amRetirement Mosaic – Mark Saine
(TIAA) - Register here
11:00 amMedicare Basics – Tina Perini
(Individual Broker) - Register here
12:00 pmThe U of U Retirement Plan vs IRA – Teo Ngatuvai
(Fidelity Investments) - Register here
1:00 pm Building Smart Financial Habits for Success – Kevin Collins
(TIAA) - Register here
2:00 pm URS Tier 2 – Vicky Steinbrech
URS) - Join the meeting now – Passcode - 5qQ2CZ6e

Wednesday, October 22
9:00 am Invest Confidently for Your Future – Teo Ngatuvai
(Fidelity Investments) - Register here
10:00 amThe Role Roth IRA’s can play in Retirement – Brady Hunsaker
(Fidelity Investments) - Register here
11:00 amEstate Planning – Gregg Marsh
(TIAA) - Register here
12:00 pm URS Tier 1 – Vicky Steinbrech
(URS) - Join the meeting now – Passcode – St6Ck9Lr
1:00 pm What you need to know about Social Security – Ross Kirkman
(TIAA) - Register here
2:00 pm U of U 2026 Group Retiree Benefits – Tina Perini
(Individual Broker) - Register here

Thursday, October 23
11:00 am Fundamentals of Retirement Income Planning – Brady Hunsaker
(Fidelity Investments) - Register here
12:00 pmHow to get the most out of your Retirement Income – Kevin Collins
(TIAA) - Register here
2:00 pm Medicare Savings Account – Tina Perini
(Individual Broker) - Register here

Friday, October 24
12:00 pm A Financial Guide for Women – Mackenzie Huish-Casey
(TIAA) - Register here

Login information for each session can be found at www.hr.utah.edu/benefits/retirementweek.php.

If you will be considering retirement from the University in the next few years, see the UHRM Retiree Benefits web page at https://benefits.utah.edu/planning-for-retirement/ for information on current retiree benefits and things to consider as you prepare for retirement.

Human Resource Management

250 East 200 South, Suite 125,
Salt Lake City, Utah 84111

Phone: 801.581.2169
Email: AskHR@utah.edu

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