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 – On-demand and Recorded Sessions

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.
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.

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.

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.

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.

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.

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.

Purdue Police Officers and Firefighters Retirement Plan
Presented by: Nyhart
Format: Recorded 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.

Healthy Aging
Presented by: Lydia Hatfield | Registered Dietitian Health Coach at the Center for Healthy Living
Format: Recorded Session
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.

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 age 65.

PURA Healthcare Plans for Medicare-Eligible Retirees
Presented by: Kate LaMar, Purdue HR Benefits
Format: Recorded Session
Description: Review of group health insurance plan options available to Purdue University retirees with Medicare

Finding Purpose in Retirement
Presented by: Ethan Delatorre | Health Coach at the Center for Healthy Living Format: Recorded Session
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.

Purdue University - Target Date Investments
Presented by: Vanguard
Format: Recorded 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.

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.


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

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

Purdue Retirement Program Resources

Medicare & Social Security Resources

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.