Living financially well workshops

Are you living financially well? To help UT Southwestern employees get their finances in tip-top shape, the Benefits & Wellness Department has partnered with our approved retirement vendors to offer a series of workshops. Understanding your finances and planning for your future can help lay the foundation to better your emotional health.

Seating is limited, and participants will be accommodated on a first-come, first-served basis.

Lincoln Financial

Lincoln Financial – Spring Cleaning Your Finances
Start applying some spring cleaning to your finances and get your financial house in order. Save your spot and spring into financial wellness.

  • Bass Campus - “Savvy Social Security Planning”- May 20, Noon-1 p.m., Room BL14.500
  • Brookriver - “Envision your Financial Future”- May 21, Noon-1 p.m., Room 109 South
  • Virtual Meeting - “Four Steps on the Road to Retirement”- May 22, Noon-1 p.m.
  • Virtual Meeting - “Savvy Social Security Planning” - May 23, Noon-1 p.m.
  • Bass Campus - “Is TRS Enough?” - May 29, Noon-1 p.m., Room BL14.500
  • Virtual Meeting - “Four Steps on the Road to Retirement” - May 30, Noon-1 p.m.

Valic – Retirement Planning Session
Planning to retire in the next five years? Find out what retirement will really cost and how to get ready.

  • Bass Campus - “Retirement Income Strategies” - June 4, Noon–1 p.m., Room BL14.500
    • Register online with registration code UOTDAL11AG (Lunch will be provided)
  • Bass Campus - “Retirement Pathfinder: Am I on Track to Retire?” - June 5, Noon–1 p.m., Room BL14.500
    • Register online with registration code UOTDAL11AG (Lunch will be provided)
  • South Campus - “Social Security and Your Retirement” - June 6, Noon–1 p.m., Room D1.502
    • Register online with registration code UOTDAL11AG (Lunch will be provided)
  • Click here for online webinars - June 11-13, Noon-1 p.m

Voya – 6 Financial Wellness Pillars Everyone Should Know
Six ways that you can take control of your finances, increase your chances for financial success, and save for the future.

  • Bass Campus - “Protection, Spending, Saving, and Debt Management Pillars” - June 17, Noon–1 p.m., Room BL14.500
  • Online Webinar - “Protection, Spending, Saving, and Debt Management Pillars”– June 18, Noon-1 p.m.
  • Bass Campus - “Emergency Savings, Retirement, and Other Savings Goal Pillars” – June 19, Noon-1 p.m., Room BL14.500
  • Online Webinar - “Emergency Savings, Retirement, and Other Savings Goal Pillars”- June 20, Noon-1 p.m.

Fidelity – Make the Most of Your Retirement Savings
Learn how to maximize your retirement savings, ways to save for retirement beyond your workplace savings plan, and steps you can take today to get prepared for retirement.

  • Online Webinar - “Make the Most of Your Retirement Savings” - June 3, 11 a.m.-Noon