Financial Education Classes

In addition to offering excellent retirement options for its employees, The University of Iowa is pleased to sponsor financial education classes.  The University Benefits Office and UI Learning & Development offer the opportunity to attend any of the financial classes listed below.  The content of these classes is provided by the organization listed.

Register for courses online by logging on to Employee Self Service.  Courses are listed under Learning and Development, My Training, go to Enroll in Courses.  You can also submit a Printable Registration Form (pdf) to UI Learning and Development.  Registrations will be confirmed six days prior to the class.  If you have questions regarding online registration, or, if you would like a monthly announcement of upcoming UI Learning & Development classes, e-mail Dorian Walker.

Upcoming Financial Education Classes

THE FINANCIAL SERVICES INDUSTRY - (Mendota Financial Services)

Tuesday, September 8, 2015 - 12:00pm to 1:00pm
Westside Location

THE FINANCIAL SERVICES INDUSTRY - (Mendota Financial Services)

Tuesday, September 8, 2015 - 5:00pm to 6:00pm
Eastside Location

RETIREMENT BASICS– (Raymond James Financial Services, Inc.)

Wednesday, September 9, 2015 - 12:00pm to 1:00pm
Eastside Location

RETIREMENT BASICS– (Raymond James Financial Services, Inc.)

Wednesday, September 9, 2015 - 5:00pm to 6:00pm
Westside Location

SOCIAL SECURITY MAXIMIZATION- (Mutual of Omaha)

Thursday, September 10, 2015 - 12:00pm to 1:00pm
Westside Location

THE COST OF HEALTH CARE AND YOUR RETIREMENT – (Edward Jones)

Tuesday, September 15, 2015 - 12:00pm to 1:00pm
Eastside Location

YOUR FINANCIAL EKG – (Your Vision Financial Group)

Tuesday, September 15, 2015 - 12:00pm to 1:00pm
Westside Location

YOUR FINANCIAL EKG – (Your Vision Financial Group)

Tuesday, September 15, 2015 - 5:00pm to 6:00pm
Eastside Location

PRACTICAL INVESTMENT STRATEGIES FOR ANY ENVIRONMENT – (Premier Investments of Iowa, Inc.)

Thursday, September 17, 2015 - 12:00pm to 1:00pm
Eastside Location

PRACTICAL INVESTMENT STRATEGIES FOR ANY ENVIRONMENT – (Premier Investments of Iowa, Inc.)

Thursday, September 17, 2015 - 5:00pm to 6:00pm
Westside Location

RETIREMENT: HAVE YOU THOUGHT OF EVERYTHING? – (Guaranty Investment Services)

Thursday, September 24, 2015 - 12:00pm to 1:00pm
Eastside Location

ESTATE PLANNING IN IOWA – (Transamerica Financial Advisors, Inc.)

Monday, September 28, 2015 - 12:00pm to 1:00pm
Westside Location

Individuals with disabilities are encouraged to attend all University of Iowa sponsored events. If you are a person with a disability who requires a reasonable accommodation in order to participate in this program, please contact the Benefits Office in advance at 319-335-2676.