UHRM Retirement Week Has Gone Virtual!
Join Us for a Week of Educational
Presentations Related to Retirement Savings
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:
view through the registration link for 60 days.
| 9:00 am | Market Volatility and Inflation – Gregg Marsh (TIAA) Register |
| 10:00 am | Go Beyond Finances with TIAA’s Well-rounded Retirement Program – Mark Saine (TIAA) Register |
| 11:00 am | Navigating Market Volatility – Brady Hunsaker (Fidelity Investments) Register |
| 12:00 pm | Make the Most of Your Retirement Savings – Brady Hunsaker (Fidelity Investments) Register |
| 1:00 pm | Learn the Basics of When and How to Claim Social Security – Teo Ngatuvai (Fidelity Investments) Register |
| 2:00 pm | Roth vs. Pre-Tax Contribution Considerations – Daniella Watkins (TIAA) Register |
| 9:00 am | Medicare Basics – Steve Bithell (Individual Broker – works with UUHP Medicare Advantage Plan) Join the meeting |
| 10:00 am | Fidelity Retirement Basics and Website Navigation – Brady Hunsaker (Fidelity Investments) Register |
| 11:00 am | Economic and Market Update – Brian Nick (TIAA) Register |
| 12:00 pm | Prepare for the Reality of Health Care in Retirement – Teo Ngatuvai (Fidelity Investments) Register |
| 1:00 pm | Estate Planning Basics – Gregg Marsh (TIAA) Register |
| 2:00 pm | Retirement Basics – Teo Ngatuvai (Fidelity Investments) Register |
| 3:00 pm | The Wizardry of Legacy Giving through Your Retirement Account – Ann Morse (University of Utah Office of Planned Giving) Join the meeting |
| 9:00 am | Invest Confidently in Your Future – Brady Hunsaker (Fidelity) Register |
| 10:00 am | Maximize Social Security in Your Retirement Planning – Brady Hunsaker (Fidelity Investments) Register |
| 11:00 am | Health Savings Accounts – Kendra Smith (TIAA) Register |
| 12:00 pm | Income Options in Retirement – Gregg Marsh (TIAA) Register |
| 1:00 pm | Social Security Considerations – Colleen Carcome (TIAA) Register |
| 2:00 pm | Medicare Basics – Tina Perini (Individual Broker – Works with Regence Medicare Plans) Join the meeting. |
| 9:00 am | Estate Planning – Abbey Farnsworth (Parr Brown/HUB International) Join the meeting |
| 10:00 am | Foundations of Investing – Gregg Marsh (TIAA) Register |
| 11:00 am | Investing for Beginners – Teo Ngatuvai (Fidelity Investments) Register |
| 12:00 pm | Woman to Woman: Postcards from the Future – Sarah Slusher (TIAA) Register |
| 1:00 pm | Roth vs. Pre-Tax – Zac Huish (HUB International) Join the meeting |
| 2:00 pm | The Building Blocks of Retirement Planning – Zac Huish (HUB International) Join the meeting |
| 3:00 pm | Understanding your Tier 2 Retirement Benefits – Vicky Steinbrech (Utah Retirement Systems) Join the meeting Passcode: hGwebs |
| 11:00 am | Student Loan Forgiveness / Using the SAVI Tool (TIAA) Register |
| 12:00 pm | Fidelity Retirement Basics and Website Navigation – Teo Ngatuvai (Fidelity Investments) Register |
| 1:00 pm - 2:50 pm | Break |
| 3:00 pm | Understanding your Tier 1 Retirement Benefits – Vicky Steinbrech (Utah Retirement Systems) Join the meeting Passcode: JpujpE |
If you will be considering retirement from the University in the next few years, see the UHRM Retiree Benefits web page for information on current retiree benefits and things to consider as you prepare for retirement.