Human Resources

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

2025 Spring Conference – On-demand and Recorded Sessions

Healthy Aging
Presented by: 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
Presenter: 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.

Purpose After Retirement: Exploring Volunteer Opportunities & Resources
Presenter: Karen Hatfield, LMHCA | Behavioral Health Counselor at the Center for Healthy Living
Format: Live Teams Session
Description: Discover meaningful volunteer roles and resources to create a fulfilling post-retirement life. Explore ways to give back, stay active, and make an impact in your community.

Adjusting to Retirement
Presented by: 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.

Under 65 Retiree Healthcare Options
Presented by: Kate LaMar, Purdue HR Benefits & Maria Pearson, Henriott Group
Format: Recorded Session
Description: Learn about health insurance options offered to Purdue University retirees under 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 University Retirees who are Medicare eligible.

Five Money Musts
Presented by: Fidelity Investments
Format: On-Demand
Description: This session will help you understand what a budget is and why you need one. You will be educated in how to use credit and manage debt. This session will also help you recognize how investing can help you reach your money goals as well as start to think about retirement.

Get a Handle on Your Current Student Loan Debt
Presented by: Fidelity Investments
Format: On-Demand
Description: This session will help you understand a wide range of student loan repayment options. You will also learn how to utilize Fidelity’s student debt resources and tools to evaluate your current loan situation and determine the next steps for tackling your student debt.

Your Guide to Estate Planning Essentials
Presented by: Fidelity Investments
Format: On-Demand
Description: Learn why estate planning is an important step in the planning process and how it can benefit you and your loved ones.

Couples & Money: Planning Together for the Future You Want
Presented by: Fidelity Investments
Format: On-Demand
Description: Learn about the keys to success in navigating finances as a couple.

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.

Fidelity Viewpoints: Raising Money-Smart Kids
Presented by: Fidelity Investments
Format: On-Demand
Description: It’s never too early to start teaching and learning about money.

Financial Do’s and Don’ts of Divorce
Presented by: Fidelity Investments
Format: On-Demand
Description: Valuable information to help you face divorce head on.

Unlock Your Money’s Full Potential
Presented by: Fidelity Investments
Format: On-Demand
Description: Learn about what makes a “recipe for success” when it comes to building healthy money habits and taking a next step towards goals.

Making a Plan for Retirement Income
Presented by: Fidelity Investments
Format: On-Demand
Description: Understand the pieces of a retirement income plan (including protecting your savings) to transition from saving for retirement to living in retirement.

Prepare for the Reality of Healthcare in Retirement
Presented by: Fidelity Investments
Format: On-Demand
Description: This session will be education on estimated health care costs, available options before and after age 65, and how to plan for retirement health care costs.

Help Protect Your Family's Financial Future During Retirement
Presented by: Securian
Format: On-Demand
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.

Navigating Market Volatility (English) and (Spanish)
Presented by: Fidelity Investments
Format: On-Demand
Description: This session will help you learn the history of market conditions, understand the importance of having a plan, and recognize the pitfalls potentially faced by investors.

Fidelity Viewpoints: Protecting Yourself in a Digital World
Presented by: Fidelity Investments
Format: On-Demand
Description: Learn how to protect yourself from threats to your personal information.

Fidelity Viewpoints: Making Sense of Medicare
Presented by: Fidelity Investments
Format: On-Demand
Description: How and when to enroll, Medigap and Medicare Advantage plans, and Parts A, B & D.


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

FSA & HRA Web Resources
Resources for FSA and HRAs available through HSA Bank

PERF Retirement Videos

Purdue Retirement Program Resources

Medicare & Social Security Resources

Participe en un taller web para aprender estrategias útiles, consejos y pasos prácticos que pueden ayudarlo a tomar las riendas de sus finanzas.