Ongoing Purdue, Fidelity summer school classes support financial wellness

Building financial confidence and preparing for key life and retirement decisions continue in the summer school financial well-being series offered by Purdue, in partnership with Fidelity, the university’s provider of retirement education, guidance and support. The next session takes place July 7 and is available at no cost.

The curriculum aligns with the financial wellness pillar of the Your Path Wellness Program, supporting informed decisions at every stage of the financial journey. Topics are aligned to common financial priorities and milestones employees face throughout their careers, from safeguarding personal information to planning for retirement income.

Virtual sessions are held at noon ET on select days through Aug. 18, providing flexibility to participate. Individuals may attend one or multiple sessions based on their financial goals and areas of interest.

The summer school curriculum continues as follows:

Mid-curriculum check-in (optional)

• Take the financial wellness checkup quiz.
• View and track progress toward the goals you set.

Financial Wellness 301

• July 7: Cyber Fraud and Personal Security Insights. Register here.
• July 24: Fundamentals of Retirement Income Planning. Register here.

Retirement Readiness Capstone

• Aug. 11: Understanding Roth Contributions in Your Workplace Savings Plan. Register here.
• Aug. 18: Maximize Social Security in Your Retirement Strategy. Register here.

Financial well-being plays a key role in overall wellness, supporting both present-day stability and long-term goals. These offerings reflect Purdue’s continued focus on supporting employee wellness through accessible resources and expert guidance.

Additional support

One-on-one consultations with Fidelity workplace financial consultants offer personalized guidance aligned to individual financial goals and retirement planning needs. Appointments are available virtually or in person.

More information is available in the “Retirement Planning: How You Benefit from a Fidelity Consultation” video, which provides an overview of what to expect from a consultation with a Fidelity workplace financial consultant supporting retirement programs at Purdue University, Purdue Global and Purdue Research Foundation.