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

ASSET ALLOCATION BUILT WITH PRECISION- (Hawkeye Brokerage Center)

Tuesday, December 2, 2014 - 12:00pm to 1:00pm
Westside Location

COLLEGE SAVINGS - (Carrie Houchins-Witt, Financial Planner)

Wednesday, December 3, 2014 - 12:00pm to 1:00pm
Eastside Location

COLLEGE SAVINGS - (Carrie Houchins-Witt, Financial Planner)

Wednesday, December 3, 2014 - 5:00pm to 6:00pm
Westside Location

ASSISTING A SENIOR – AN OVERVIEW OF ELDER ISSUES – (First Community Trust)

Thursday, December 4, 2014 - 12:00pm to 1:00pm
Westside Location

ASSISTING A SENIOR – AN OVERVIEW OF ELDER ISSUES – (First Community Trust)

Thursday, December 4, 2014 - 5:00pm to 6:00pm
Eastside Location

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

Tuesday, December 9, 2014 - 12:00pm to 1:00pm
Eastside Location

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

Tuesday, December 9, 2014 - 5:00pm to 6:00pm
Eastside Location

SOCIAL SECURITY – UNDERSTANDING YOUR BENEFIT (Principal Financial Group)

Wednesday, December 10, 2014 - 12:00pm to 1:00pm
Eastside Location

SOCIAL SECURITY – UNDERSTANDING YOUR BENEFIT (Principal Financial Group)

Wednesday, December 10, 2014 - 5:00pm to 6:00pm
Westside Location

DOWNSIDE PROTECTION DURING BEAR MARKETS – (RDA Financial Network)

Thursday, December 11, 2014 - 12:00pm to 1:00pm
Westside Location

PLANNING FOR LONG TERM CARE – (Raymond James Financial Services, Inc.)

Wednesday, December 17, 2014 - 12:00pm to 1:00pm
Westside Location

PLANNING FOR LONG TERM CARE – (Raymond James Financial Services, Inc.)

Wednesday, December 17, 2014 - 5:00pm to 6:00pm
Eastside 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.