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 View Available Courses or search for a specific class.  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

IOWA’S COLLEGE PLANNING OBJECTIVES – (Raymond James Financial Services, Inc.)

Wednesday, September 17, 2014 - 12:00pm to 1:00pm
Eastside Location

IOWA’S COLLEGE PLANNING OBJECTIVES – (Raymond James Financial Services, Inc.)

Wednesday, September 17, 2014 - 5:00pm to 6:00pm
Westside Location

RETIREMENT INCOME PLANNING – (Transamerica Financial Advisors, Inc.)

Thursday, September 18, 2014 - 12:00pm to 1:00pm
Westside Location

GROUP LONG TERM DISABILITY – IS WHAT I HAVE GOING TO BE ENOUGH? (Principal Life Insurance Company)

Monday, September 22, 2014 - 12:00pm to 1:00pm
Westside Location

RETIREMENT RIOT – ARE YOU PREPARED? – (Acuity Financial)

Tuesday, September 23, 2014 - 12:00pm to 1:00pm
Eastside Location

RETIREMENT RIOT – ARE YOU PREPARED? – (Acuity Financial)

Tuesday, September 23, 2014 - 5:00pm to 6:00pm
Westside Location

HOW TO BECOME YOUR OWN FINANCIAL ADVISOR – (Mike Finley, Independent Advisor)

Wednesday, September 24, 2014 - 12:00pm to 1:00pm
Eastside Location

HOW TO BECOME YOUR OWN FINANCIAL ADVISOR – (Mike Finley, Independent Advisor)

Wednesday, September 24, 2014 - 5:00pm to 6:00pm
Eastside Location

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

Thursday, September 25, 2014 - 12:00pm to 1:00pm
Westside Location

RETIREMENT RIOT – ARE YOU PREPARED? – (Acuity Financial)

Tuesday, September 30, 2014 - 12:00pm to 1:00pm
Online

ADVANCED ESTATE PLANNING – (Raymond James Financial Services Inc.)

Wednesday, October 8, 2014 - 12:00pm to 1:00pm
Westside Location

ADVANCED ESTATE PLANNING – (Raymond James Financial Services Inc.)

Wednesday, October 8, 2014 - 5:00pm to 6:00pm
Eastside Location

COMPOUND INTEREST AND THE VALUE OF TIME – (RDA Financial Network)

Thursday, October 9, 2014 - 12:00pm to 1:00pm
Eastside Location

MEDICARE- WHAT YOU DON’T KNOW – (Principal Financial Group)

Wednesday, October 15, 2014 - 12:00pm to 1:00pm
Eastside Location

MEDICARE- WHAT YOU DON’T KNOW – (Principal Financial Group)

Wednesday, October 15, 2014 - 5:00pm to 6:00pm
Westside Location

UNDERSTANDING YOUR RETIREMENT OPTIONS – (First Community Trust)

Thursday, October 16, 2014 - 12:00pm to 1:00pm
Westside Location

UNDERSTANDING YOUR RETIREMENT OPTIONS – (First Community Trust)

Thursday, October 16, 2014 - 5:00pm to 6:00pm
Eastside Location

BUDGETING 101 – (Carrie Houchins-Witt, Financial Planner)

Wednesday, October 22, 2014 - 12:00pm to 1:00pm
Westside Location

BUDGETING 101 – (Carrie Houchins-Witt, Financial Planner)

Wednesday, October 22, 2014 - 5:00pm to 6:00pm
Eastside Location

HOW TO BECOME YOUR OWN FINANCIAL ADVISOR – (Mike Finley, Independent Advisor)

Wednesday, October 29, 2014 - 12:00pm to 1:00pm
Eastside Location

HOW TO BECOME YOUR OWN FINANCIAL ADVISOR – (Mike Finley, Independent Advisor)

Wednesday, October 29, 2014 - 5:00pm to 6:00pm
Eastside Location

MARKET INSIGHT AND PERSPECTIVE – (Hawkeye Brokerage Center)

Thursday, October 30, 2014 - 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.