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

TAX-FREE INVESTING: IT’S NOT WHAT YOU MAKE, IT’S WHAT YOU KEEP - (Edward Jones)

Tuesday, January 6, 2015 - 12:00pm to 1:00pm
Westside Location

SOCIAL SECURITY MAXIMIZATION- (Mutual of Omaha Financial Advisors)

Thursday, January 8, 2015 - 12:00pm to 1:00pm
Eastside Location

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

Tuesday, January 13, 2015 - 12:00pm to 1:00pm
Westside Location

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

Wednesday, January 14, 2015 - 12:00pm to 1:00pm
Eastside Location

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

Wednesday, January 14, 2015 - 5:00pm to 6:00pm
Westside Location

ESTATE PLANNING: DON’T LET SOMEONE ELSE DECIDE WHO GETS WHAT – (Mendota Financial Group)

Tuesday, January 20, 2015 - 12:00pm to 1:00pm
Westside Location

ESTATE PLANNING: DON’T LET SOMEONE ELSE DECIDE WHO GETS WHAT – (Mendota Financial Group)

Tuesday, January 20, 2015 - 5:00pm to 6:00pm
Eastside Location

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

Thursday, January 22, 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.