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.

Unless otherwise noted, 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 PDF iconPrintable 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

FAMILY WEALTH MANAGEMENT: GENERATIONAL WEALTH CONVERSATIONS - (Hawkeye Brokerage Center)

Thursday, September 28, 2017 - 12:00pm to 1:00pm
Eastside Location

ESTATE PLANNING: DON'T LET SOMEONE ELSE DECIDE WHO GETS WHAT - (Mendota Financial Services)

Wednesday, October 11, 2017 - 12:00pm to 1:00pm
Westside Location

ESTATE PLANNING: DON'T LET SOMEONE ELSE DECIDE WHO GETS WHAT - (Mendota Financial Services)

Wednesday, October 11, 2017 - 5:00pm to 6:00pm
Eastside Location

SOCIAL SECURITY MAXIMIZATION- (Mutual of Omaha Financial Advisors)

Tuesday, October 24, 2017 - 12:00pm to 1:00pm
Eastside Location

SOCIAL SECURITY MAXIMIZATION- (Mutual of Omaha Financial Advisors)

Tuesday, October 24, 2017 - 5:00pm to 6:00pm
Westside Location

MEDICARE- WHAT YOU DON’T KNOW – (Principal Financial Group)

Tuesday, November 7, 2017 - 12:00pm to 1:00pm
Westside Location

MEDICARE- WHAT YOU DON’T KNOW – (Principal Financial Group)

Tuesday, November 7, 2017 - 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.