National Save for Retirement Week at Penn

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In honor of National Save for Retirement Week, which runs from October 16–22, Human Resources is hosting a series of events over three days. The events begin with a Retirement Fair on October 18 and continue with over a dozen workshops. All events will be held in Houston Hall.

Tuesday, October 18

Retirement Fair: meet with representatives from TIAA-CREF, Vanguard, Wells Fargo and Veritat; 11 a.m.–3 p.m., Bodek Lounge.

Save for Retirement Kick Off: TIAA-CREF will discuss market and economy issues, noon–1 p.m., Bodek Lounge.

New to Penn?: get an overview of Penn’s retirement plans; 1:30–2:30 p.m., Bodek Lounge.

Six Steps to a Secure Retirement: Wells Fargo will tell you what they are, 1:30–2:30 p.m., Golkin Room.

Are You Contributing to Penn’s Retirement Plans? If not, TIAA-CREF will tell you what you’re missing, 1:30–2:30 p.m., Ben Franklin Room.

Wednesday, October 19

Retirement:  The Good, the Bad and the Unexpected: how do you mentally prepare for retirement? Find out in this presentation by Dr. Kathryn Jedrziewski, deputy director of the Institute on Aging, 11:30 a.m.–12:30 p.m., Bodek Lounge.

Divorce Impact: The Fundamentals of Divorce and Its Impact on Your Finances: Wells Fargo will help you stay on track with your financial plans while dealing with divorce, 11:30 a.m.–12:30 p.m., Golkin Room.

Retirement Planning 101: Join Veritat advisors for a back-to-basics overview of retirement planning, 11:30 a.m.–12:30 p.m., Ben Franklin Room.

Financial Reinvention: Moving Toward Retirement with Confidence in the Real World: Wells Fargo will provide guidance for women planning for retirement, 1:30–2:30 p.m., Golkin Room.

Five Habits of Highly Successful Investors: TIAA-CREF will tell you what they are, 1:30–2:30 p.m., Ben Franklin Room.

Thursday, October 20

Planning to Retire Soon? If you’re planning to retire within the next five to ten years, TIAA-CREF can tell you how to prepare, 11:30 a.m.–12:30 p.m., Golkin Room.

In the Middle of Your Career?: Vanguard will tell you how to plan for a successful retirement, 11:30 a.m.–12:30 p.m., Ben Franklin Room.

Staying on Top of Your Portfolio: get tips on how to manage your portfolio—and how Penn’s retirement plans can help. Chris Glover, financial advisor, will show you how to stay on top of your investments, 12:30–1:30 p.m., Bodek Lounge.

Conducting Your Personal Financial Fire Drill: Wells Fargo will discuss the importance of estate planning, 1:30–2:30 p.m., Golkin Room.

Feel Secure: Women and Financial Planning: Vanguard will provide financial planning tips geared specifically toward women, 1:30–3 p.m., Ben Franklin Room.

—Division of Human Resources

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