The thought of retirement can elicit many questions:

• Am I financially ready to retire?
• How will retirement affect me mentally?
• Can I still work after I’ve retired?

If you have more questions than answers or just want more information about approaching retirement, Fidelity’s “How to prepare for retirement” webinar can help. The event, offered at no cost on Thursday, Oct. 9, from noon – 12:45 p.m., will address the following topics:

• How to estimate your "retirement cost of living" and how your retirement spending might evolve
• How to invest in strategies and considerations for your asset allocation if you're retiring soon
• How to lay out the potential benefits and drawbacks of Roth IRA conversions
• How to determine whether early retirement – planned or unplanned – may be feasible
• How to utilize Fidelity’s tools and professional network to help with retirement planning 

This is the first of a three-part series. Parts two and three are listed below.

Register for the “How to prepare for retirement” event.

Learn by Livestream

Fidelity and TIAA offer live and on-demand events each month so you can learn more about topics of your interest. These online events are free and take place on Eastern Time.

Fidelity

Women Talk Money: The Power of Betting on Yourself
Wednesday, Oct. 15; 2-2:45 p.m.

What if you were unlimited – nothing holding you back from your next goal? Women Talk Money will welcome showstopper Cynthia Erivo for an unforgettable discussion about the power of betting on yourself, of taking chances, and of asking yourself "what’s next?" – personally, professionally and financially.

Retirement Income and Withdrawal Strategies
Thursday, Oct. 16; noon-12:45 p.m.

In part two of Fidelity’s “How to prepare for retirement” series, you’ll examine questions you could face in retirement, from withdrawal strategies to creating cash flow and more.

Ask Fidelity Anything on Retirement
Wednesday, Oct. 22; noon-12:45 p.m.

In this “Prepare for retirement” webinar series finale, viewers can ask their questions about all aspects of retirement planning and living.  

To view more educational events, go to fidelityevents.com/allevents/special.

TIAA

TIAA offers a curated library of on-demand webinars that address three main subjects: 

• Save for your goals
• Manage your finances
• Protect your future

To explore TIAA's webinar library and view events that interest you, go to the TIAA webinar scheduling page. 

Check In to Check Out

Events are great ways to increase your financial knowledge, but they can't replace personal connection with your TIAA or Fidelity retirement specialist. You can meet with a strategist virtually, by phone or in person for optimal convenience. Evolving technology allows them to screen-share so you can see your account information in real-time.  

To schedule your one-on-one appointment:

• Visit Fidelity's scheduling page or call (800) 642-7131, weekdays from 8 a.m. to midnight. Fidelity offers appointments exclusively for U-M employees every Tuesday from 8:30 a.m. to 5 p.m.
• Visit tiaa.org/schedulenow or call (800) 732-8353, weekdays from 8 a.m. to 10 p.m.

Help at MHealthy

MHealthy also offers several resources to assist faculty and staff with improving their financial well-being. These include education programs and resources, coaches, and immediate assistance for those who need help now.