Purdue, Fidelity offer financial well-being ‘Summer School’ classes beginning Tuesday

Purdue, in partnership with Fidelity, Purdue’s official provider of retirement plan education, guidance and assistance, is proud to offer a summer school curriculum focused on financial well-being, presented by Fidelity workplace financial consultants. The first class is May 6. There is no cost to attend.

Whether individuals are navigating their first financial milestones, managing day-to-day expenses, looking to maintain their lifestyles or getting ready for retirement, the right decisions can help put them on a path to financial wellness. Attendance at any of the summer school classes can help with those decisions.

Summer school classes are offered virtually at noon ET on select Tuesdays May 6 through August 26. The curriculum supports the financial wellness pillar of the Healthy Boiler Wellness Program. Individuals are encouraged to attend any or all of the classes that meet their financial well-being knowledge needs. The summer school curriculum is as follows:

Course prework (optional)

• Log in to Fidelity NetBenefits and review personal retirement account details.
• Create a personalized budget.

Financial Wellness 101

• May 6: Create a Budget and Build Emergency Savings
• May 13: Identify and Prioritize Your Savings Goals
• May 20: Understanding Roth Contribution in Your Workplace Savings Plan

Register for May classes here.

Financial Wellness 201

• June 3: Investing for Beginners
• June 10: Make the Most of Your Retirement Savings
• June 24: Five Money Musts

Register for June classes here.

Mid-curriculum check-in (optional)

• Take the financial wellness checkup quiz.
• Complete the Retirement Planning tool.

Financial Wellness 301

• July 1: Prepare for the Reality of Health Care in Retirement
• July 8: Fundamentals of Retirement Income Planning
• July 15: Preserving Your Savings for Future Generations

Register for July classes here.

Retirement Readiness Capstone

• August 5: Learn the Basics of When and How To Claim Social Security
• August 19: Top Things To Do Before You Retire
• August 26: Maximize Social Security in Your Retirement Strategy

Register for August classes here.

Extra credit

• Schedule a one-on-one consultation with a Fidelity workplace financial consultant.
• Appointments are available virtually or in person at a time that works for the individual.

See the “Retirement Planning — How You Benefit From a Fidelity Consultation” video for more information on what to expect from a consultation with a Fidelity workplace financial consultant supporting Purdue University’s, Purdue Global’s and Purdue Research Foundation’s retirement programs.

More information

Additional ways to register for the summer school classes are available:

• Call 800-642-7131 Monday through Friday from 8 a.m. to 8 p.m. ET.
• Visit fidelity.com/schedule.
  • Select “Attend a learning event”
  • Select employer name: “Purdue University”
  • Select event type: “Virtual”
• Scan the QR code.