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

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

Tuesday, August 4, 2015 - 12:00pm to 1:00pm
Westside Location

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

Tuesday, August 4, 2015 - 5:00pm to 6:00pm
Eastside Location

RETIREMENT PLANNING – HAVE YOU ACHIEVED FINANCIAL INDEPENDENCE? – (Mendota Financial Group)

Tuesday, August 11, 2015 - 12:00pm to 1:00pm
Eastside Location

RETIREMENT PLANNING – HAVE YOU ACHIEVED FINANCIAL INDEPENDENCE? – (Mendota Financial Group)

Tuesday, August 11, 2015 - 5:00pm to 6:00pm
Westside Location

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

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

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

Wednesday, August 12, 2015 - 5:00pm to 6:00pm
Eastside Location

TOP 10 IRA PLANNING MISTAKES – (Hawkeye Brokerage Center)

Tuesday, August 18, 2015 - 12:00pm to 1:00pm
Westside Location

RETIREMENT 360 – STRATEGIES TO SAVE AND SPEND EFFICIENTLY – (Principal Financial Group)

Wednesday, August 19, 2015 - 12:00pm to 1:00pm
Westside Location

RETIREMENT 360 – STRATEGIES TO SAVE AND SPEND EFFICIENTLY – (Principal Financial Group)

Wednesday, August 19, 2015 - 5:00pm to 6:00pm
Eastside Location

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

Thursday, August 20, 2015 - 12:00pm to 1:00pm
Eastside Location

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

Thursday, August 20, 2015 - 5:00pm to 6:00pm
Westside Location

ASSET ALLOCATION 101 – (Mike Finley, Independent Advisor)

Wednesday, August 26, 2015 - 12:00pm to 1:00pm
Eastside Location

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

Wednesday, August 26, 2015 - 5:00pm to 6:00pm
Westside Location

FINANCIAL PLANNING FOR FAMILIES WITH YOUNG CHILDREN – (Carrie Houchins-Witt, Financial Planner)

Thursday, August 27, 2015 - 12:00pm to 1:00pm
Westside Location

FINANCIAL PLANNING FOR FAMILIES WITH YOUNG CHILDREN – (Carrie Houchins-Witt, Financial Planner)

Thursday, August 27, 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.