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 - March 5, 6 &7

The 2025 Spring Conference offers another round of virtual sessions to help individuals prepare for and / or plan for retirement. It’s never too early to start on your path toward retirement! Let us help you take the first step!

Conference Sessions

8:00 AM WATCH NOW:
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 65
9:00 AM WATCH NOW:
PURA Healthcare Plans for Medicare-Eligible Retirees
Presented by: Kate LaMar, Purdue HR Benefits
Format: Live Zoom Session
Description: Review group health insurance plan options available to Purdue University Retirees who are Medicare eligible.
10:00 AM WATCH NOW:
Healthy Aging
Presented by: Jessica McKeever, MS, RD, LDN | Registered Dietitian Health Coach at the Center for Healthy Living
Format: Live Virtual 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.
11:00 AM WATCH NOW:
Understanding Social Security Retirement Benefits for Purdue University
Presented by: Charo Boyd, Social Security Administration Public Affairs Specialist
Format: Live Teams Session
Description: Join an interactive Social Security webinar explaining retirement benefits and demonstrating services available. Learn how age and wages affect benefits, understand entitlement factors for Social Security retirement, spouse, ex-spouse, and survivor benefits and more.
Session Resources:
Noon WATCH NOW:
Retirement Basics
Presented by: Fidelity Investments
Format: Live Virtual Session
Description: In this session you will learn how important it is to save for the future. You will be able to see the power of saving small amounts over time. You will also learn about IRA’s, HSA’s and brokerage accounts.
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.
1:00 PM WATCH NOW:
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.
2:00 PM WATCH NOW:
Understanding Social Security Retirement Benefits for Purdue University
Presented by: Charo Boyd, Social Security Administration Public Affairs Specialist
Format: Live Teams Session
Description: Join an interactive Social Security webinar explaining retirement benefits and demonstrating services available. Learn how age and wages affect benefits, understand entitlement factors for Social Security retirement, spouse, ex-spouse and survivor benefits and more.
Session Resources:
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.
3:00 PM WATCH NOW:
HSAs, From Safety Net to Nest Egg
Presented by: HSA Bank
Format: Live Virtual Session
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.
4:00 PM WATCH NOW:
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.
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.

Conference Sessions

8:00 AM WATCH NOW:
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.
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.
8:45 AM WATCH NOW:
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.
9:00 AM WATCH NOW:
Make the Move Toward Long-Term Financial Security: Your Midcareer Retirement Check-In
Presented by: TIAA
Format: Live Virtual Session
Description: Taking stock of where you are at this critical checkpoint and using retirement savings strategies to better balance competing financial priorities.
9:30 AM WATCH NOW:
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.
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.
10:00 AM 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.
11:00 AM WATCH NOW: 
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 Sept. 2013 participating in the PERF retirement program.
Noon WATCH NOW:
Get Started & Save For the Future You
Presented by: Fidelity Investments
Format: Live Zoom Session
Description: This session will help you understand your retirement plan, learn the steps to enroll in your plan and see if you are saving enough in your plan.
1:00 PM WATCH NOW:
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 Sept. 2013 participating in the PERF retirement program.
WATCH NOW:
How Consolidating Accounts Could Help You Save Time and Money
Presented by: Fidelity Investments
Format: Live Zoom Session
Description: This session will help you learn how consolidating your retirement accounts could help simplify your financial life.
2:00 PM WATCH NOW:
Staying Connected in Retirement
Presenter: Lindsay Bloom, Health Coach with One-to-One Health
Format: Live Teams 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.
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.
3:00 PM WATCH NOW:
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 65
4:00 PM WATCH NOW:
PURA Healthcare Plans for Medicare-Eligible Retirees
Presented by: Kate LaMar, Purdue HR Benefits
Format: Live Zoom Session
Description: Review group health insurance plan options available to Purdue University Retirees who are Medicare eligible.

Conference Sessions

8:00 AM WATCH NOW:
Understanding Roth Contributions in Your Workplace Savings Plan
Presented by: Fidelity Investments
Format: Live Virtual Session
Description: In this session you will learn about different tax-advantaged ways you can contribute to your workplace savings plan. You will have a better understanding of how those contribution types can affect your paycheck and your taxes. This session will also explain the difference between a Roth IRA and the Roth option in your workplace savings plan.
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.
8:30 AM 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.
9:00 AM WATCH NOW:
Create a Budget and Build Emergency Savings
Presented by: Fidelity Investments
Format: Live Zoom Session
Description: In this session you will learn about different components of a budget. You will be introduced to Fidelity’s 50-15-5 saving and spending guidelines. You will also be able to see that emergency savings is a critical part of your budget.
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.
9:30 AM 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.
10:00 AM WATCH NOW:
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.
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.
Noon WATCH NOW:
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.
1:00 PM WATCH NOW:
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.
How to Start Investing: A Hands-on Demo
Presented by: Fidelity Investments
Format: On-Demand
Description: Get real-time answers to live questions on how to get started with investing.
2:00 PM WATCH NOW:
Adjusting to Retirement: Tips to Avoid Unexpected Sadness
Presented by: Amanda Hathcock, LLPC, NCC, CTMH-A | Behavioral Health Counselor at the Center for Healthy Living
Format: Live Teams Session
Description: Exploring the body’s automatic response to life adjustments. Tips and tools to incorporate for a smooth transition.
WATCH NOW:
Five Money Musts
Presented by: Fidelity Investments
Format: Live Virtual Session
Description: Learn about five basic money concepts to help you start your financial journey on the right foot.
3:00 PM WATCH NOW:
Purdue University - Target Date Investments
Presented by: Vanguard Format: Live Zoom 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.
WATCH NOW:
Learn the Basics of When and How to Claim Social Security
Presented by: Fidelity Investments
Format: Live Virtual Session
Description: This session will help you understand social security, provide you with considerations for claiming Social Security benefits, and help you decide when to take Social Security benefits.
4:00 PM 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.

2024 Fall Conference - On-demand and Recorded Sessions

Make the Most of Your Retirement Savings

Presented by: Fidelity Investments
Format: On-demand Session

Description: This workshop will help you understand the importance of saving as much as possible for retirement, how much to save, different account types to save for retirement and ways to preserve and grow your savings to last throughout your lifetime.

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.                              

Take Control of Your Debt                                                                    

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.

Roth Contributions

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.

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.

Healthy Aging

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. 


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.