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

TOP 12 IRA PLANNING MISTAKES – (Hawkeye Brokerage Center)

Tuesday, February 3, 2015 - 12:00pm to 1:00pm
Westside Location

INCOME TAXES FOR FREELANCERS - (Carrie Houchins-Witt, Financial Planner)

Wednesday, February 4, 2015 - 12:00pm to 1:00pm
Westside Location

INCOME TAXES FOR FREELANCERS - (Carrie Houchins-Witt, Financial Planner)

Wednesday, February 4, 2015 - 5:00pm to 6:00pm
Eastside Location

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

Thursday, February 5, 2015 - 12:00pm to 1:00pm
Eastside Location

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

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

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

Wednesday, February 11, 2015 - 12:00pm to 1:00pm
Westside Location

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

Wednesday, February 11, 2015 - 5:00pm to 6:00pm
Eastside Location

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

Tuesday, February 17, 2015 - 12:00pm to 1:00pm
Westside Location

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

Tuesday, February 17, 2015 - 5:00pm to 6:00pm
Eastside Location

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

Wednesday, February 18, 2015 - 12:00pm to 1:00pm
Eastside Location

ASSET ALLOCATION 101 – (Mike Finley, Independent Advisor)

Wednesday, February 18, 2015 - 5:00pm to 6:00pm
Westside Location

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

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

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

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

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

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

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

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

SOCIAL SECURITY – UNDERSTANDING YOUR BENEFIT (Principal Financial Group)

Wednesday, February 25, 2015 - 12:00pm to 1:00pm
Westside Location

SOCIAL SECURITY – UNDERSTANDING YOUR BENEFIT (Principal Financial Group)

Wednesday, February 25, 2015 - 5:00pm to 6:00pm
Eastside Location

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

Thursday, February 26, 2015 - 12:00pm to 1:00pm
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.