2025 Financial Wellness & Retirement Week

 

2025 Financial Wellness & Retirement Week

Financial Wellness & Retirement Week is your chance to focus on your future with a full lineup of engaging events designed to help you take control of your financial well-being. Throughout the week, you’ll have access to daily webinars covering a range of topics—from budgeting and saving to retirement planning and investment basics—led by our retirement plan vendors and HRM team.

In-Person Fair Days

Meet with our retirement plan vendors in person! Whether you’re an existing participant or interested in enrolling, representatives will be available to answer your questions and help you make the most of your benefits.
Campus Date LOCATION INSTRUCTOR
Downtown Monday, May 5th 10:00am – 2:00pm Allied Health/Nursing Building 2nd Floor Atrium
Dental School Thursday, May 8th 10:00am – 2:00pm Administration Building 4th Floor Lobby

Webinars

Can't access webinars from your workstation? Streaming rooms with HR support will be available at both campuses.
Campus Location
Downtown Medical Education Building (MEB) Seminar Room 5 (3217)
Dental School Clinic Building Distance Learning Room (6409)

 

Date Time Webinar Link
Tuesday, May 6th 9:00am Click here
Friday, May 9th 2:00pm Click here

Overview: Get to know Retirement Pathfinder and interactive retirement income planning tool that can help you see your retirement plan like you’ve never seen I before. Using Retirement Pathfinder, you and your financial professional can:

  • Model your retirement plan instantly using a variety of market conditions
  • Optimize saving strategies to meet varying goals, adjusting your retirement date and more
  • Create multiple dynamic plans to explore difference scenarios

Date Time Registration
Wednesday, May 7th  1:00pm Click here

Overview:  Firm up your understanding of investing basics like common investment types, asset allocation, and diversification so you can discover the investment approach that’s right for you.

  • Review the basics of investing
  • Understand asset allocation and diversification
  • Identify your ideal investment approach

Date Time Registration Link
Friday, May 9th 11:00am Click here

Overview:  Firm up your understanding of investing basics like common investment types, asset allocation, and diversification so you can discover the investment approach that’s right for you.

  • Review the basics of investing
  • Understand asset allocation and diversification
  • Identify your ideal investment approach

Date Time Registration Link
Tuesday, May 6th 1:00pm – 2:00pm Click here
Friday, May 9th 10:00am – 11:00am Click here

Overview: Learn more about the following topics:

  • Retirement Planning
  • Understanding your investments
  • How to navigate a volatile market

Date Time Registration Link
Wednesday, May 7th Wednesday, May 7th Click here

Overview: Learn about your TRSL retirement. Topics that to be covered cover include: 

  • When can I retire
  • What to expect during the retirement process
  • How to apply for retirement or retirement after DROP
  • How to view your TRSL account online
  • How TRSL pays retirement benefits
  • What happens to your unused sick and annual leave

Date Time Registration Link
Tuesday, May 6th 1:00pm – 3:00pm Click here

Overview: Know Before You Go: DROP vs IBO: Is either the right option for me?

The 2 hour DROP vs IBO Virtual Seminar will:

  • Define the Deferred Retirement Option Plan (DROP) and the Initial Benefit Option (IBO)
  • Explain the differences between DROP and IBO
  • Clarify how the DROP and IBO accounts are funded
  • Direct how and when to apply for either
  • Include much more

Date Time Registration Link
Wednesday, May 7th 10:00am – 11:00am Click here

Overview: Learn more about the following topics:

  • Importance of estate planning
  • How assets are transferred at death
  • Legal documents
  • And more

Date Time Registration Link
Friday, May 9th 1:00pm – 2:00pm Click here

Overview: Learn more about the following topics:

  • Longevity risks
  • Pros and cons of rollover IRAs
  • Healthcare and long-term costs
  • And more

Date Time Registration Link
Tuesday, May 6th 11:00am – 12:00pm Click here
Wednesday, May 7th 2:00pm – 3:00pm Click here

Overview: Planning for retirement involves more than just finances—it’s also about understanding your insurance options. Join us for an informative webinar where we’ll walk through key topics to help you navigate insurance as you approach and transition into retirement.