Purdue, Fidelity ‘summer school’ financial well-being classes continue

Purdue, in partnership with Fidelity, the university’s official provider of retirement plan education, guidance and assistance, is offering a free summer school curriculum focused on financial well-being. Presented by Fidelity workplace financial consultants, the next class is July 1.

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.

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

Course pre-work (optional)

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

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

• Aug. 5: Learn the Basics of When and How to Claim Social Security
• Aug. 19: Top Things to Do Before You Retire
• Aug. 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”
• employer name: “Purdue University”
• event type: “Virtual”
• Scan the QR code