Biannual Road to Retirement Program
Road to Retirement is a special program held twice a year (spring and fall) for Purdue employees approaching retirement and those wanting to learn more to begin planning. Check out our resources for additional information. All benefits-eligible employees are invited. Each program provides a variety of sessions on retirement-related topics, such as:
- Healthcare plans and Medicare
- Marketplace options
- Income distribution options
2024 Fall Conference - On-demand and Recorded Sessions
If you missed the conference, you can still boost your financial wellness. Some sessions are online for you to watch at any time. And there’s something for everyone:
Make the Most of Your Retirement Savings
Presented by: Fidelity Investments
Format: On-demand Session
Fidelity Viewpoints: Raising Money-Smart Kids
Presented by: Fidelity Investments
Format: On-demand Session
Description: It's never too early to start teaching - and learning - about money.
Presented by: Fidelity Investments
Format: On-demand Session
Description: Get help making a plan to manage and pay down your debt in this mini-workshop.
Basics for Managing your Money
Presented by: Fidelity Investments
Format: On-demand Session
Description: Understand the fundamentals of budgeting your money, managing debt, controlling spending, saving more, and investing for the future.
When Caregiving Gets (Even More) Complicated
Presented by: Fidelity Investments
Format: On-demand Session
Description: What it means to leave work to care for loved ones and how to reduce the financial impact.
Rethinking Retirement
Presented by: Fidelity Investments
Format: On-demand Session
Description: Valuable information to help you reassess your retirement planning and understand how much you might need to cover whatever comes your way.
Presented by: Fidelity Investments
Format: On-demand Sessions
Description: This workshop will help you understand the potential benefits of having Roth contributions as part of your workplace savings plan. It will cover the differences between Roth and traditional pretax contributions as well as Roth contributions to your plan vs. contributions to a Roth IRA. Learn more to find out whether Roth contributions are a good fit for your plan.
Making a Plan for Retirement Income
Presented by: Fidelity Investments
Format: On-demand Session
Description: Understand the pieces of a retirement income plan (including protecting your savings) in order to transition from saving for retirement to living in retirement.
Presented by: Fidelity Investments
Format: On-demand Session
Description: Learn ways to help you take control of your online presence and make yourself less vulnerable to cybercriminals.
Help Protect Your Family's Financial Future During Retirement
Presented by: Securian
Format: On-demand Session
Description: This presentation will help you understand Purdue’s life insurance options, how they fit into your overall plan, and your continuation options in retirement.
Presented by: Fidelity Investments
Format: On-demand Session
Description: The age you retire can make a big difference, both in terms of retirement lifestyle and finances. It can have an even higher cost for women because of longevity.
Presented by: Fidelity Investments
Format: On-demand Session
Description: Help to successfully navigate the challenges of a divorce to make it easier and more equitable.
Are You Emotionally Ready to Retire?
Presented by: Fidelity Investments
Format: On-demand Session
Description: Prepare yourself mentally for the day retirement arrives.
Under 65 Retiree Healthcare Options
Presented by: Kate LaMar, Purdue HR Benefits
Format: Recorded Session
Description: Review benefit options available to those retiring prior to 65.
PURA Healthcare Plans for Medicare-Eligible Retirees
Presented by: Kate LaMar, Purdue HR Benefits
Format: Recorded Session
Description: Review group health insurance plan options available to Purdue Retirees with Medicare.
Presenter: Jessica McKeever, MS, RD, LDN | Registered Dietitian Health Coach at the Center for Healthy Living
Format: Recorded Session
Description: Registered Dietitian Jessica McKeever will cover various dimensions of wellness for those entering retirement. Topics include nutrition, strength training, smoking/alcohol use, regular doctor visits, leisure activities, and cognitive health.
Staying Connected in Retirement
Presented by: Lindsay Bloom, Health Coach with One-to-One Health
Format: Recorded Session
Description: Learn about how maintaining social connections and being involved in the community after retirement can improve physical health, mental health, slow cognitive decline, and help us age better.
Adjusting to Retirement: When Head and Heart Disagree
Presenter: Amanda Hathcock, LLPC, NCC, CTMH-A | Behavioral Health Counselor at the Center for Healthy Living
Format: Recorded Session
Description: Exploring the body’s automatic response to life adjustments. Tips and tools to incorporate for a smooth transition.
2024 Spring Conference – On-demand and Recorded Sessions
Strategies for student loan debt
Presented by: Fidelity Investments
Format: On-demand Session
Description: Learn about the ways to manage student loan debt, including how it fits in with retirement and other financial goals
HSA Investment Program Overview
Presented by: HSA Bank
Format: On-demand Session
Description: Learn the benefits of investing, and investment options and tools you can use to help select your investments.
Managing My Money: Budget, Emergency Savings, Debt, and Retirement Basics
Presented by: Fidelity Investments
Format: On-demand Session
Description: This workshop will provide manageable strategies, tools, and tips that can help you take control of your spending, saving, and debt.
Making Sense of Medicare
Presented by: Fidelity Investments
Format: On-demand Session
Description: How and when to enroll, Medigap and Medicare Advantage plans, and Parts A, B & D.
Manage Unexpected Events and Expenses
Presented by: Fidelity Investments
Format: On-demand Session
Description: This workshop will help you learn how to take control of your budget and understand your financial options after an unforeseen event.
7 Steps to Get Retirement-Ready with Your HSA
Presented by: HSA Bank
Format: On-demand Session
Description: Learn about catch-up contributions, investment options and how to boost your retirement savings with an HSA.
Should I Pay Down Debt or Invest?
Presented by: Fidelity Investments
Format: On-demand Session
Description: Deciding what to pay (and when) can be a little easier when you have a formula.
Financial Self-reliance: Investing in Your Future Self
Presented by: Fidelity Investments
Format: On-demand Session
Description: How can your financial outlook make a difference in your life?
Your College Savings Options
Presented by: Fidelity Investments
Format: On-demand Session
Description: Learn how to start saving for a child’s college education
Help Protect Your Family’s Financial Future During Retirement
Presented by: Securian
Format: On demand Session
Description: This presentation will help you understand Purdue’s life insurance options, how they fit into your overall plan, and your continuation options in retirement.
Managing My Money
Presented by: Fidelity Investments
Format: On-demand Session
Description: This workshop will provide manageable strategies, tools, and tips that can help you take control of your spending, saving and debt.
Independent Study
More information and resources are available via the following:
Live Web Workshops
Live, interactive sessions conducted online by a licensed representative
Webcasts
Empowering conversations with experienced panelists
Tools, Articles and More
Log in and get started!
HSA Resources
Check out HSA resources, videos and calculators
- Visit HSA Bank's HSA Resources page
- Check out HSA Bank's Self-Directed Investment options
- HSA Savings Calculator and Tools
FSA & HRA Web Resources
Resources for FSA and HRAs available through HSA Bank
PERF Retirement Videos
- How To Find Your Defined Benefit Estimate
- INPRS Retirement Application Tutorial
Purdue Retirement Program Resources
- Resources to help you manage your retirement plan
- View benefit information for Official Retirees
Medicare & Social Security Resources
- Prepare with Social Security resources
- Plan for Medicare
Participe en un taller web para aprender estrategias útiles, consejos y pasos prácticos que pueden ayudarlo a tomar las riendas de sus finanzas.