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

Tuesday, March 10, 2015 - 12:00pm to 1:00pm
Westside Location

ESTATE PLANNING BASICS - (Raymond James Financial Services, Inc.)

Wednesday, March 11, 2015 - 12:00pm to 1:00pm
Eastside Location

ESTATE PLANNING BASICS - (Raymond James Financial Services, Inc.)

Wednesday, March 11, 2015 - 5:00pm to 6:00pm
Westside Location

SOCIAL SECURITY MAXIMIZATION- (Mutual of Omaha)

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

INVESTMENT PLANNING: WHAT DOES DIVERSIFICATION REALLY MEAN? – (Mendota Financial Group)

Tuesday, March 17, 2015 - 12:00pm to 1:00pm
Eastside Location

INVESTMENT PLANNING: WHAT DOES DIVERSIFICATION REALLY MEAN? – (Mendota Financial Group)

Tuesday, March 17, 2015 - 5:00pm to 6:00pm
Westside Location

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

Thursday, March 19, 2015 - 12:00pm to 1:00pm
Westside Location

PLANNING FOR HEALTH CARE IN RETIREMENT – (Transamerica Financial Advisors, Inc.)

Thursday, March 19, 2015 - 5:00pm to 6:00pm
Eastside Location

MACRO ASSET PERSPECTIVE (MAP) – (Your Vision Financial Group)

Tuesday, March 24, 2015 - 12:00pm to 1:00pm
Eastside Location

MACRO ASSET PERSPECTIVE (MAP) – (Your Vision Financial Group)

Tuesday, March 24, 2015 - 5:00pm to 6:00pm
Westside Location

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

Thursday, March 26, 2015 - 12:00pm to 1:00pm
Westside Location

SAVVY SOCIAL SECURITY PLANNING FOR BOOMERS - (Hawkeye Brokerage Center)

Tuesday, April 7, 2015 - 5:00pm to 7:00pm
Westside Location

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

Wednesday, April 8, 2015 - 12:00pm to 1:00pm
Westside Location

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

Wednesday, April 8, 2015 - 5:00pm to 6:00pm
Eastside Location

ASSET ALLOCATION 101 – (Mike Finley, Independent Advisor)

Wednesday, April 15, 2015 - 12:00pm to 1:00pm
Westside Location

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

Wednesday, April 15, 2015 - 5:00pm to 6:00pm
Eastside Location

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

Thursday, April 16, 2015 - 12:00pm to 1:00pm
Eastside Location

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

Thursday, April 16, 2015 - 5:00pm to 6:00pm
Westside Location

DEBT FREE, 10 YEARS, NO EXTRA MONEY – (Acuity Financial)

Tuesday, April 21, 2015 - 12:00pm to 1:00pm
Online

SHIFTING GEARS – STRATEGIES FOR PRE-RETIREES – (Principle Financial Group)

Wednesday, April 22, 2015 - 12:00pm to 1:00pm
Eastside Location

SHIFTING GEARS – STRATEGIES FOR PRE-RETIREES – (Principle Financial Group)

Wednesday, April 22, 2015 - 5:00pm to 6:00pm
Westside Location

UNDERSTANDING WHAT YOUR FINANCIAL ADVISOR IS ACTUALLY SAYING –(RDA Financial Network)

Thursday, April 23, 2015 - 12:00pm to 1:00pm
Westside Location

FINANCIAL PLANNING FOR YOUNG ADULTS – (Carrie Houchins-Witt, Financial Planner)

Wednesday, April 29, 2015 - 12:00pm to 1:00pm
Eastside Location

FINANCIAL PLANNING FOR YOUNG ADULTS – (Carrie Houchins-Witt, Financial Planner)

Wednesday, April 29, 2015 - 5:00pm to 6:00pm
Westside Location

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

Thursday, April 30, 2015 - 12:00pm to 1:00pm
Westside Location

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

Thursday, April 30, 2015 - 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.