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)
Mid-curriculum Check-in (optional)
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
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