Purdue, Fidelity offer ‘winter capstone’ master class on retirement readiness

Purdue, in partnership with Fidelity, the university’s official provider of retirement plan education, guidance and assistance, is proud to offer a winter capstone curriculum focused on retirement readiness to help individuals start their new year with financial confidence. Presented by Fidelity workplace financial consultants, the first class is Jan. 15. There is no cost to attend.

Whether individuals are just starting to plan or getting ready to graduate into retirement, this capstone event series is designed to empower, educate and energize.

Winter capstone classes are offered virtually at noon ET on select days Jan. 15 through Feb. 18. The curriculum supports the financial wellness pillar of the Your Path Wellness Program. Individuals are encouraged to attend any or all of the classes that meet their retirement readiness needs. The winter capstone curriculum is as follows:

Course prework (optional)

• Log in to Fidelity NetBenefits and review personal retirement account details.
• Download the NetBenefits mobile app.

Live: Financial Wellness 101 and 102

• Jan. 15: Managing My Money: Budget, Emergency Savings and Debt Basics
• Jan. 21: Identify and Prioritize Your Savings Goals
• Jan. 27: Make the Most of Your Retirement Savings
• Feb. 4: Take the First Step to Investing

Mapping your path to retirement confidence

• Feb. 10: Health Care in Retirement
• Feb. 18: Fundamentals of Retirement Income Planning

Registration is available here for any of the winter capstone classes.

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 you.

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 who supports retirement programs for Purdue University, Purdue Global and Purdue Research Foundation.

More information

An additional way to register for the winter capstone classes are by calling 800-642-7131 from 8 a.m.-8 p.m. ET Monday through Friday.