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Maximize Social Security in Retirement with Fidelity
WhenThursday, Mar. 5, 2020, 12 – 1 p.m.

What can you expect from Social Security? Learn more about Social Security and when and how to calculate and file for this important retirement benefit. UW employees who are planning to retire within the next few years are encouraged to attend this seminar presented by Fidelity Investments, UW’s master record keeper for the UW Retirement Plan (UWRP) and the Voluntary Investment Program (VIP).

The following topics will be covered:

Understand the different Social Security choices
How to put a plan in place to prepare for living in retirement
Tools and information to help you optimize Social Security
How to calculate your benefits, when and how to claim
Doug Stucki, a Fidelity director and retirement planner, has more than 18 years with the company. He was previously a VP, senior account executive for Fidelity Private Client Group®. A Chartered Retirement Planning Counselor SM, investment advisor representative, registered securities representative, and licensed insurance representative, Doug holds a bachelor's degree in business administration from the University of Phoenix.

Note: Talking with an investment professional can help you maximize your retirement savings and balance retirement planning with other financial goals. Financial professionals from Fidelity and TIAA are across UW all year long offering 1:1 appointments and advising. Click here to learn more and sign-up for a 1:1 advising appointment with a financial professional.

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Campus locationStudent Union Building (HUB)
Campus roomRoom 340
Event typesLectures/Seminars…
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