Join UHRM for a Week of Educational
Presentations Related to Retirement Savings
This year, we’re excited to add sessions from HUB International, the University's retirement plans consultant. TIAA will bring in experts including Mark Saine, an engaging and motivating presenter. Fidelity has gathered various knowledgeable, licensed advisors including Brady and Teo, who you may already know from individual retirement consultations.
Some of the presentations, such as Medicare Basics, Prepare for Health Care in Retirement, and Paying Yourself are geared toward employees who will be contemplating retirement soon. Other sessions, such as Create a Budget, The Starting Line, Invest Confidently, and Well-Rounded Retirement Program are geared toward those who are learning to invest, as well as those who are mid-career. We also have two sessions designed specifically for women – Woman to Woman and Women and Investing.
| 11:00 am | Create a Budget, Ditch your Debt – Brady Hunsaker (Fidelity Investments) Register Here |
| 12:00 pm | Make the Most of your Retirement Savings – Brady Hunsaker (Fidelity Investments) Register Here |
| 1:00 pm | Five Money Musts – Teo Ngatuvai (Fidelity Investments) Register Here |
| 2:00 pm | Constructing a Retirement Plan: Developing a Blueprint For a Retirement Income Plan (HUB International) Recorded Session |
| 9:00 am | Pre-tax vs. Roth: Deep dive into the nuances of taxes in retirement – Zac Huish (HUB International) Recorded Session | |
| 10:00 am | Medicare Basics – Tina Davis (Representing Regence BCBS) |
The Starting Line: Why and How Retirement Savings Begins Now – Donn Fitch (TIAA) Recorded Session Passcode is: “TIAA4U” Expiration Date 12/31/2021. |
| 11:00 am | Basics of Social Security – Brady Hunsaker (Fidelity Investments) |
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| 12:00 pm | Prepare for Health Care in Retirement – Brady Hunsaker (Fidelity Investments) |
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| 1:00 pm | Fidelity Retirement Basics & Website Navigation – Teo Ngatuvai (Fidelity Investments) Register Here | |
| 2:00 pm | Pre-tax vs. Roth: Deep dive into the nuances of taxes in retirement – Zac Huish (HUB International) Recorded Session | |
| 3:00 pm | Understanding Tier 1 Benefits with Utah Retirement Systems – Vicky Steinbrech (Utah Retirement Systems) Microsoft Teams Meeting: Click here to join the meeting | |
| 9:00 am | Invest Confidently in Your Future – Brady Hunsaker (Fidelity Investments) Register Here | |
| 10:00 am | TIAA Global Economic and Market Update – TIAA Global webinar with TIAA's Chief Strategist (TIAA) Register Here | |
| 11:00 am | Women & Investing: Organize, Plan, and Own your Future – Hailey Meihls (Fidelity Investments) | Paying Yourself: Income Options in Retirement – Gregg Marsh (TIAA) Recorded Session Passcode: “TIAA4U” expiration date of 12/31/21 |
| 12:00 pm | Maximize Social Security – Teo Ngatuvai (Fidelity Investments) |
Understanding Tier 2 Benefits with Utah Retirement Systems – Vicky Steinbrech (Utah Retirement Systems) Microsoft Teams Meeting: Click here to join the meeting |
| 1:00 pm | Beyond Finances: Living a Well-Rounded Retirement – Mark Saine (TIAA) | Paying Yourself: Income Options in Retirement – TIAA Global Webinar (TIAA) Recorded Session Passcode: “TIAA4U” expiration date of 12/31/21 |
| 2:00 pm | Medicare Basics – Steve Bithell (Representing Advantage U) Zoom Webinar Meeting ID: 710 460 5479 | |
| 9:00 am | Beyond Finances: Living a Well-Rounded Retirement – Mark Saine (TIAA) | Estate Planning: Deep dive into trusts, wills, other estate planning documents
(HUB International and Jones Waldo Law Firm) Zoom Webinar Meeting ID: 982 4314 3418 / Passcode: 403604 |
| 10:00 am | Employee Appreciation Day Event at Rice Eccles Stadium |
Within Reach: Transitioning from Career to Retirement – TIAA Global Webinar (TIAA) Register Here |
| 11:00 am | Medicare Basics – Tina Davis (Representing Regence BCBS) Recorded Session | |
| 12:00 pm | ||
| 1:00 pm | Be a Cyber-Hero: Help protect you, your family and your money – TIAA Global Webinar (TIAA)) Register Here | |
| 2:00 pm | Common Estate Planning Considerations – Gregg Marsh (TIAA) Recorded Session Passcode: “TIAA4U” expiration date of 12/31/21 | |
| 9:00 am | ||
| 10:00 am | Woman to Woman: A Woman's guide to financially ever after - Ivana Stanisic (TIAA) |
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| 11:00 am | Medicare Basics – Steve Bithell (Representing Advantage U) |
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| 12:00 pm | Fidelity Retirement Basics & Website Navigation – Teo Ngatuvai (Fidelity Investments) Register Here | |
| 1:00 pm | Constructing a Retirement Plan: Developing a blueprint for a retirement income plan – Zac Huish (HUB International) Recorded Session | |