View CalendarView Calendar
Make the Most of Your Retirement Income with Fidelity
WhenFriday, Mar. 13, 2020, 12 – 1 p.m.
Description

Description
Talking with an investment professional can help you maximize your retirement savings and balance retirement planning with other financial goals. Fidelity Investments, the UW’s master record keeper for the UW Retirement Plan (UWRP) and the Voluntary Investment Program (VIP), is here to help you navigate your financial goals.

In this seminar, Dan Kline, a Fidelity director and retirement planner will cover important elements related to income during retirement that you should take into consideration when creating your personal retirement strategy. UW employees who are planning to retire within the next few years should consider attending this seminar.

The following topics will be covered:

Understand the financial and personal risks pre-retires may face
Understanding the 5 Key Risks
Identifying Expenses and Income
Creating a plan
Dan Kline, a Fidelity director, retirement planner, has more than 13 years with the company. He was previously a retirement solutions representative for Fidelity's Personal Investing Group. A Chartered Retirement Planning Counselor SM, investment advisor representative, registered securities representative, and licensed insurance representative, Dan holds bachelor's degrees in psychology and sociology from Miami University (OH).

Note: 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.

Share!
Tell your colleagues about this event by email or share through Twitter

Campus locationHarborview Medical Center
Campus roomMaleng Building, Room 118
Event typesLectures/Seminars
Linkwholeu.admin.washington.edu…
View CalendarView CalendarPrintPrint
Events calendar powered by Trumba