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

The next Road to Retirement conference will be the fall 2024 conference in October. More information will be available as details are finalized. Currently there are on-demand and recorded sessions from the spring 2024 conference available as well as independent study sessions courtesy of Fidelity available to you.

2024 Spring Conference – On-demand and Recorded Sessions

If you missed the spring Road to Retirement 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:

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

Retirement: The risk of anxiety and depression
Presenter: Melissa Covarrubias, MSW, LSW | Behavioral Health Counselor at the Center for Healthy Living
Format: Recorded Session

Description: This webinar will educate those headed into retirement on the risk factors of depression anxiety, the warning signs, coping mechanisms as well as being proactive to these mental health concerns.

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.

Tackle Your Financial To-Do List
Presented by: Fidelity Investments
Format: On-demand Session

Description: Get clear next steps on how to organize your financial life.

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.

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.

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.

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.

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.

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.

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

Protecting Yourself in a Digital World
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.

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.

Retiring Early
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.

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.

Navigating Through a Divorce
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.

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 – passcode: T@U57YRE

Description: Exploring the body’s automatic response to life adjustments. Tips and tools to incorporate for a smooth transition. 

Road to Retirement Under 65 Healthcare Options
Presenter: Kate LaMar, benefits specialist, Purdue Human Resources
Format: Recorded session

Description: Learn about healthcare options for retirees under age 65

Road to Retirement PURA Healthcare Plans for Medicare-eligible Retirees
Presenter: Kate LaMar, benefits specialist, Purdue Human Resources
Format: Recorded session

Description: Learn about PURA healthcare plans for Medicare-eligible retirees

More information is available via the Independent Study information provided by Fidelity.

Independent Study Provided by Fidelity

Fidelity	Live Web Workshops Live, interactive sessions conducted online by a licensed representative	Register for a Live Event
	Webcasts Empowering conversations with experienced panelists	Watch On Demand
	Tools, Articles and More Log in and get started	www.NetBenefits.com
HSA Bank	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	FSA Web Resources HRA Web Resources
INPRS PERF	PERF Retirement Videos How To Find Your Defined Benefit Estimate INPRS Retirement Application Tutorial	Watch Video Watch Video
PU HR Benefits	Purdue Retirement Program Resources Resources to help you manage your retirement plan View benefit information for Official Retirees	Manage Your Retirement Plan Official Retiree Benefits Information
Social Security	Medicare & Social Security Resources Prepare with Social Security resources Plan for Medicare	www.ssa.gov www.ssa.gov/medicare