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
2026 Spring Conference – March 4-6
The 2026 Spring Road to Retirement three-day, virtual event takes place March 4 through March 6. This conference is designed for all Purdue, Purdue Global, Purdue for Life and Purdue Research Foundation employees approaching retirement as well as those wanting to learn more to begin planning. It’s never too early to take steps to prepare for retirement! The Full schedule is available below. Individuals should plan to register for the live sessions they choose to attend. Registration links are available within the conference schedule. Note: HSA Bank registration links for “HSAs, From Safety Net to Nest Egg” and “HSA Bank Investment Program Overview” will take individuals directly to the live session at the session’s scheduled time.
| 8:00 AM | WATCH LIVE: PURDUE RESEARCH FOUNDATION: Get to Know Your Retirement Program Presented by: Fidelity Investments Format: Live Zoom Session Description: Review the key features or your Purdue Retirement Program and understand what next steps to take. |
| 9:00 AM | WATCH LIVE: PURDUE UNIVERSITY: Get to Know Your Retirement Program Presented by: Fidelity Investments Format: Live Zoom Session Description: Review the key features or your Purdue Retirement Program and understand what next steps to take. |
| WATCH LIVE: Purdue Police Officers and Firefighters Retirement Plan Presented by: Nyhart Format: Live Zoom Session Description: This workshop is tailored specifically toward current Police Officers and Firefighters. Nyhart will provide an overview of the Police Officers and Firefighters Pension Plan, where information will include topics, such as determining when you may be eligible for a benefit, options for receiving benefits, and benefit amounts. This workshop will also include a demonstration of the online portal which allows you to create current and projected estimates of your benefits. |
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| 10:00 AM | WATCH LIVE: PURDUE GLOBAL: Get to Know Your Retirement Program Presented by: Fidelity Investments Format: Live Zoom Session Description: Review the key features or your Purdue Retirement Program and understand what next steps to take |
| 11:00 AM | WATCH LIVE: PERF Retirement Program Overview Presented by: Jennifer Lowery, INPRS Format: Live Zoom Session Description: PERF retirement program participants are invited to learn more about their PERF retirement program, including program basics and retirement income options. *This presentation is available to current service and support staff hired prior to September 2013 participating in the PERF retirement program. |
| Noon | WATCH LIVE: Healthy Aging Presented by: Lydia Hatfield | Registered Dietitian Health Coach at the Center for Healthy Living Format: Live Teams Session Brief Description: Registered Dietitian Lydia Hatfield 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. |
| WATCH LIVE: Fundamentals of Retirement Income Planning: How to Plan for the Income You’ll Need in Retirement Presented by: Fidelity Investments Format: Live Zoom Session Description: Learn the benefits of a retirement income plan, identify retirement income sources and expenses and explore different retirement income strategies. |
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| 1:00 PM | WATCH LIVE: PERF Retirement Program Overview Presented by: Jennifer Lowery, INPRS Format: Live Zoom Session Description: PERF retirement program participants are invited to learn more about their PERF retirement program, including program basics and retirement income options. *This presentation is available to current service and support staff hired prior to September 2013 participating in the PERF retirement program. |
| 2:00 PM | WATCH LIVE: HSAs, From Safety Net to Nest Egg Presented by: HSA Bank Format: Live Teams Session- Pre-registration is not available. Join the live session directly through the meeting link at the scheduled time. Description: The presentation will provide you with an introduction to Health Savings Accounts (HSAs). Over 26 million HSAs are open in the U.S. today, because they’re such an effective way to save money and they put you in control of your healthcare dollars. We’ll go over what an HSA is, how it works, and most importantly, all the ways it can benefit you. |
| Make the Most of Your Retirement Savings (Pre-recorded Spanish session) Presented by: Fidelity Investments Format: On-Demand Description: This session you will see the importance of saving as much as possible, learn the benefits of saving more, identify different retirement account types and explore ways to preserve and grow savings. |
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| 3:00 PM | WATCH LIVE: Under 65 Retiree Healthcare Options Presented by: Kate LaMar, Purdue HR Benefits & Maria Pearson, Henriott Group Format: Live Zoom Session Description: Learn about health insurance options offered to Purdue University retirees under age 65. |
| 4:00 PM | WATCH LIVE: PURA Healthcare Plans for Medicare-Eligible Retirees Presented by: Kate LaMar, Purdue HR Benefits Format: Live Zoom Session Description: Review of group health insurance plan options available to Purdue University retirees with Medicare |
| 8:00 AM | WATCH LIVE: Understanding Roth Contributions in Your Workplace Savings Plan Presented by: Fidelity Investments Format: Live Zoom Session Description: This session you will learn about different tax-advantaged ways you can contribute to your workplace savings plan, understand how those contribution types can affect your paycheck and your taxes and know the differences between a Roth IRA and the Roth option in your workplace savings plan. |
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| 10:30 AM | Navigating Market Volatility (Pre-recorded Spanish session) Presented by: Fidelity Investments Format: On-Demand Description: This session will help you understand how to pull money out of the market and the effects of moving to cash. You will learn why by consider saving more in a workplace savings plan as well as consider if you should change your investments. |
| 11:00 AM | WATCH LIVE: Make the Move Toward Long-Term Financial Security: Your Midcareer Retirement Check-In Presented by: TIAA Format: Live Virtual Session Description: Only 34% of non-retirees think their retirement savings plan is currently on track. A check-in at this stage of your career can help you take action now to set yourself up for greater financial security later. In this webinar, you’ll find out how to: know where you stand, set financial priorities, optimize your savings and investments, and make a plan for lifetime income. |
| Take Control of Your Debt Presented by: Fidelity Investments Format: On-Demand Description: In this session you will be able to identify guidelines when it comes to taking on debt. You will be able to use one of two strategies for tackling debt. You will be able to understand your credit score and why it’s so important. |
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| Noon | WATCH LIVE: Finding Purpose in Retirement Presented by: Ethan De La Torre | Health Coach at the Center for Healthy Living Format: Live Teams Session Brief Description: Learn about how being involved in the community after retirement can improve physical health, mental health, slow cognitive decline and help us age better. |
| 1:00 PM | WATCH LIVE: Purdue University - Target Date Investments Presented by: Vanguard Format: Live Kaltura Session Description: Whether you are already a target-date investor or want to learn more before investing, this webinar will help you understand what target-date investments are, how they work and how to select a target-date investment that may be right for you |
| 2:00 PM | WATCH LIVE: HSA Bank Investment Program Overview Presented by: HSA Bank Format: Live Teams Session- Pre-registration is not available. Join the live session directly through the meeting link at the scheduled time. Description: This presentation will make everyone aware they can invest and should consider investing through their Health Savings Account (HSA). It will also help you understand how HSA Bank’s investment options may assist you in achieving your long-term healthcare and retirement savings goals. Additionally, it will help you become more familiar with the different investment options. |
| How to Begin Investing for Retirement Presented by: Fidelity Investments Format: On-Demand Description: In this session, you’ll learn some key investing concepts, explore common asset classes and discuss the importance of asset allocation and diversification. You’ll also learn different investment approaches to help you align with your goals, risk tolerance and timeline when saving for retirement. |
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| 3:00 PM |
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| 4:00 PM | WATCH LIVE: Tackle Debt and Understand Your Credit Score Presented by: Fidelity Investments Format: Live Zoom Session Description: Discover different strategies for paying down debt, learn how to better understand credit scores and take better control of your finances. |
| 8:00 AM | WATCH LIVE: Strategies That Can Help You Manage Your Money Presented by: Fidelity Investments Format: Live Virtual Session Description: This session will help you understand the three components of a sound budget, build (or rebuild) your emergency savings fund and learn how to prioritize and manage debt. |
| 9:00 AM |
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| 10:00 AM | WATCH LIVE: PURA Healthcare Plans for Medicare-Eligible Retirees Presented by: Kate LaMar, Purdue HR Benefits Format: Live Zoom Session Description: Review of group health insurance plan options available to Purdue University Retirees with Medicare |
| 11:00 AM | WATCH LIVE: MetLife Legal Plans Presenter: Tonja Miller Format: Live Virtual Session Description: Join us for the MetLife Legal Plans presentation for current or future members. We'll cover essential legal services as you prepare for retirement, including family life, financial well-being, assets and protection. Learn about our flexible online experience, digital estate planning and the benefits of having a legal plan for real estate and identity theft matters. Discover the attributes of our network of attorneys and the legal plans available after retirement. |
| Noon | WATCH LIVE: Retire Strong: How to Keep Moving in Retirement Presenter: Amy Becker| Health Coach at the Center for Healthy Living Format: Live Virtual Session Description: Join this practical webinar on the importance of staying physically active as you transition into retirement. Learn how movement can boost your energy, protect your health and help you make the most of this exciting chapter. |
| 1:00 PM | Get Started and Save for the Future You (Pre-recorded Spanish session) Presented by: Fidelity Investments Format: On-Demand Description: This workshop will help you enroll in your retirement plan and determine how much to save for retirement. |
| WATCH LIVE: Purdue Police Officers and Firefighters Retirement Plan Presented by: Nyhart Format: Live Zoom Session Description: This workshop is tailored specifically toward current Police Officers and Firefighters. Nyhart will provide an overview of the Police Officers and Firefighters Pension Plan, where information will include topics, such as determining when you may be eligible for a benefit, options for receiving benefits, and benefit amounts. This workshop will also include a demonstration of the online portal which allows you to create current and projected estimates of your benefits. |
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| 2:00 PM | WATCH LIVE: Fundamentals of Retirement Income Planning: How to Plan for the Income You’ll Need in Retirement Presented by: Fidelity Investments Format: Live Zoom Session Description: Learn the benefits of a retirement income plan, identify retirement income sources and expenses and explore different retirement income strategies. |
| Create a Budget Presented by: Fidelity Investments Format: On-Demand Description: This session you will recognize how creating a budget can help you take control of your financial situation, identify core components of a sound budget and create your own budget. |
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| 3:00 PM | A Path to Financial Wellness Presented by: Fidelity Investments Format: On-Demand Description: Financial wellness isn’t just about having enough money-it’s about feeling confident and in control. In this workshop, we’ll explore 4 key pillars of financial wellness that can help you manage your money today while preparing for tomorrow. You’ll leave with knowledge, tools and resources to help make confident, informed decisions that can support lasting financial security. |
| 4:00 PM | Maximize Social Security in Your Retirement Strategy Presented by: Fidelity Investments Format: On-Demand Description: This session will help you learn how Social Security fits your retirement paycheck, identify Social Security claiming strategies and create your retirement income plan. |
Independent Study
More information and resources are available via the following:
YouTube Resources
Short How You Money Videos
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
- HSA Investment Program Overview
- Check out HSA Bank's Self-Directed Investment options
- Your HSA and Medicare
- HSA Savings Calculator and Tools
FSA & HRA Web Resources
Resources for FSA and HRAs available through HSA Bank
PERF Retirement Videos
Purdue Retirement Program Resources
- Resources to help you manage your retirement plan - Manage Your Retirement Plan
- View benefit information for Official Retirees - Official Retiree Benefits Information
Medicare & Social Security Resources
- Prepare with Social Security resources - www.ssa.gov
- Plan for Medicare -www.ssa.gov/medicare
Join a web workshop to learn helpful strategies, tips, and practical steps that can help you take charge of your finances.
Participe en un taller web para aprender estrategias útiles, consejos y pasos prácticos que pueden ayudarlo a tomar las riendas de sus finanzas.
2025 Fall Conference – On-demand and Recorded Sessions
PURA Healthcare Plans for Medicare Eligible Retirees
Presented by: Kate LaMar, Purdue HR Benefits
Description: Review group health insurance plan options available to Purdue University Retirees with Medicare
Presented by: Kate LaMar, Purdue HR Benefits & Maria Pearson, Henriott Group
Description: Learn about health insurance options offered to Purdue University retirees under 65
Presenter: Jessica McKeever, MS, RD, LDN | Registered Dietitian Health Coach at the Center for Healthy Living
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: Cheryl Laszynski | Registered Nurse & Health Coach at the Centers for Healthy Living
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.
Presented by: Amy Becker, Health Coach at the Center for Healthy Living
Description: Join this practical webinar on the importance of staying physically active as you transition into retirement. Learn how movement can boost your energy, protect your health and help you make the most of this exciting new chapter.
Managing My Money: Budget, Emergency Savings, Debt and Retirement Basics – (English) and (Spanish)
Presented by: Fidelity Investments
Format: On-Demand
Description: This session will help you identify three components of a sound budget, begin to build (or rebuild) your emergency savings fund and get control over prioritizing your debt.
Getting Ready to Thrive in Retirement
Presented by: Fidelity Investments
Format: Pre-recorded, Women Talk Money
Description: Learn how to plan for the financial transition as well as ways to create a plan for a successful retirement.
Presented by: Fidelity Investments
Format: On-Demand
Description: In this session you will be able to identify guidelines when it comes to taking on debt. You will be able to use one of two strategies for tackling debt. You will be able to understand your credit score and why it’s so important.
Fidelity Viewpoints®: Market Sense
Presented by: Fidelity Investments
Format: On-Demand
Description: Get insights into the latest market events, next steps to consider for you investments and common questions.
How to Start Investing: A Hands-on Demo
Presented by: Fidelity Investments
Format: Pre-recorded, Women Talk Money
Description: Get real-time answers to live questions on how to get started with investing.
Estate & Legacy Planning Basics
Presented by: Securian
Format: On-Demand
Description: Understand how to help create a foundation for estate planning, including will preparation, naming beneficiaries and other important concepts.
Securian Resource: Estate & Legacy Planning Basics Workbook