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

LAYING INCOME AND ASSETS FOR RETIREMENT INCOME – (Securian Advisors, MidAmerica, Inc.)

Wednesday, July 23, 2014 - 12:00pm to 1:00pm
Westside Location

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

Thursday, July 24, 2014 - 12:00pm to 1:00pm
Eastside Location

DOWNSIDE PROTECTION DURING BEAR MARKETS – (RDA Financial Network)

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

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

Wednesday, August 13, 2014 - 12:00pm to 1:00pm
Westside Location

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

Wednesday, August 13, 2014 - 5:00pm to 6:00pm
Eastside Location

SOCIAL SECURITY – UNDERSTANDING YOUR BENEFIT (Principal Financial Group)

Wednesday, August 20, 2014 - 12:00pm to 1:00pm
Westside Location

SOCIAL SECURITY – UNDERSTANDING YOUR BENEFIT (Principal Financial Group)

Wednesday, August 20, 2014 - 5:00pm to 6:00pm
Eastside Location

UNDERSTANDING WILLS AND TRUSTS – WHICH IS RIGHT FOR YOU? – (First Community Trust)

Thursday, August 21, 2014 - 12:00pm to 1:00pm
Eastside Location

UNDERSTANDING WILLS AND TRUSTS – WHICH IS RIGHT FOR YOU? – (First Community Trust)

Thursday, August 21, 2014 - 5:00pm to 6:00pm
Westside Location

RAISING FINANCIALLY RESPONSIBLE CHILDREN – (Carrie Houchins-Witt, Financial Planner)

Wednesday, August 27, 2014 - 12:00pm to 1:00pm
Eastside Location

RAISING FINANCIALLY RESPONSIBLE CHILDREN – (Carrie Houchins-Witt, Financial Planner)

Wednesday, August 27, 2014 - 5:00pm to 6:00pm
Westside Location

MAPPING YOUR COURSE THROUGH RETIREMENT – (Hawkeye Brokerage Center)

Thursday, August 28, 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.