Purdue, Fidelity offer financial well-being ‘summer school’ classes beginning May 20

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. This is the second year the summer school curriculum has been offered. The first class is May 20 and will be presented by Fidelity workplace financial consultants. 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 days May 20 through Aug. 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 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.
• Get money tips you didn’t learn in school with more than 50 short videos.
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Financial Wellness 101

• May 20: A Path to Financial Wellness — register here
• May 28: Strategies That Can Help You Manage Your Money — register here

Financial Wellness 201

• June 3: Set Goals and Save for What You Want — register here 
• June 18: Create a Budget and Build Emergency Savings — register here

Midcurriculum 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

• August 11: Understanding Roth Contributions in Your Workplace Savings Plan — register here 
• August 18: Maximize Social Security in Your Retirement Strategy — register 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 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 at Purdue University, Purdue Global and Purdue Research Foundation.