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Financial Webinars

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Cornell partners with Fidelity and TIAA to host a series of webinars to help you prepare for your future

The dedicated educational consultants from both Fidelity and TIAA will be at these free webinars to answer your general questions!  You do not have to have an account with either Fidelity or TIAA and can attend as many seminars as you’d like.

Employees enrolled in the Employees' Retirement System (ERS) with New York State and Local Retirement System (NYSLRS) must contact NYSLRS with any questions.

January 2024

Tackle Debt and Understand Your Credit Score

Presented by Fidelity.  Discover different strategies for paying down debt, learn how to better understand credit scores, and take better control of finances.

Tuesday, January 23, 2024, 2:00 PM EST

 

Getting a head start: A step-by-step overview of your plan

Presented by TIAA.  This presentation provides an overview of your retirement plan and the importance of saving early. 

Wednesday, January 31, 2024, 12:00 PM EST

February 2024

Quarterly Market Update

Presented by Fidelity.  Review current macro- and micro-economic conditions, explore U.S. equity, international equity, and fixed income markets, and consider long-term investing themes.

Tuesday, February 6, 2024, 10:00 AM EST

 

Live with confidence in retirement: 5 steps to creating your retirement income plan

Presented by TIAA.  If you’re thinking about making the transition to retirement, this webinar is essential for understanding how to create an income plan that helps you maximize your savings. In five steps you’ll learn how different sources of income work, how to build your strategy for lifetime income and what to consider when planning withdrawals from your retirement assets.

Thursday, February 15, 2024, 12:00 PM EST

 

Take the First Step to Investing

 Presented by Fidelity.  Review the basics of investing, understand asset allocation and diversification, and identify your ideal investment approach.

Thursday, February 22, 2024, 2:00 PM EST

 

Making it Easier for You: Online tools and resources

Presented by TIAA.  Learn about TIAA’s commitment to digital, and how we’re leveraging the latest technologies in our online and mobile tools to help you save time and pursue financial success while you’re on the go.

Wednesday, February 28, 2024, 2:00 PM EST

March 2024

Ask Fidelity: Top Things To Do Before You Retire

Presented by Fidelity.  Wish you had a to do list to help you prepare for retirement? Learn how to get your financial house in order and other important considerations that can impact your decisions.

Thursday, March 7, 2024, 10:00 AM EST

 

Take control of your financial life: Steps to managing money and debt

Presented by TIAA.  If you’re just starting out or want to improve your day-to-day financial skills, this webinar will help you learn how to manage your money and balance your priorities so you can enjoy life now and save for the future. 

Tuesday, March 12, 2024, 12:00 PM EST

 

Prepare for the Reality of Health Care in Retirement

Presented by Fidelity.   Estimate retirement health care costs, understand available options before and after age 65, and plan for retirement health care costs.

Tuesday, March 19, 2024, 2:00 PM EST

Start to finish: The early career woman’s guide to financial wisdom

Presented by TIAA.  Financial knowledge to get started on the right foot. Start caring for your financial well-being now. It’s never too early to begin saving, and the sooner you do, the more prepared you may be down the road.

Wednesday, March 27, 2024, 2:00 PM EST

April 2024

Preserving Your Savings for Future Generations

 Presented by Fidelity.   Understand what assets are potentially taxable and how they might be distributed, learn the importance of a living will and health care proxy, and review the basics of trusts, gifting, and possible insurance replacement strategies.

Wednesday, April 10, 2024, 10:00 AM EST

4/10 Reserve your spot today!

Invest for success: 5 principles you need to know

 Presented by TIAA.  No matter where you are in your career journey, this webinar can help you understand the key principles of investing for retirement. From compounding to taxes to choosing investments, you’ll learn that how you invest for retirement is just as important as how much you save.

Tuesday, April 16, 2024, 12:00 PM EST

4/16 serve your spot today!

Retirement Basics (Saving for the Future You)

 Presented by Fidelity.   Learn how important it is to save for the future, see the power of saving small amounts over time, and learn about other vehicles such as IRAs, HSAs, and brokerage accounts.

Thursday, April 25, 2024, 10:00 AM EST

4/25 Reserve your spot today!

 

Quarterly Market Update

 Presented by TIAA. Take a closer look at our views on the financial markets, including key market drivers, U.S. economy, policy and politics, and investing in public markets. This seminar will also cover the challenges that investors face and how to navigate them.

Tuesday, April 30, 2024, 2:00 PM EST

4/30 Reserve your spot today!

May 2024

Organize, Plan, and Own Your Future: Making Financial Health a Priority for Women

Presented by Fidelity.  Explore what financial wellness means for women, learn the principles of budgeting and saving, discover how to design an investing plan to meet specific goals, and see how defining an investing personality can help keep you on track.

Tuesday, May 7, 2024, 2:00 PM EST

5/7 Reserve your spot today!

Common estate planning considerations

Presented by TIAA.  A common goal that we all share is providing for our loved ones or our favorite organizations. Come learn about the components of an effective estate plan and hear about strategies to ensure that your wishes are met.

Thursday, May 16, 2024, 12:00 PM EST

5/16 Reserve your spot today!

June 2024

Make the Most of Your Retirement Savings

Presented by Fidelity.  See the importance of saving as much as possible, learn the benefits of saving more, identify different retirement account types, and explore ways to preserve and grow savings.

Wednesday, June 5, 2024, 2:00 PM EST

6/5 Reserve your spot today!

 

Fine-tune your retirement strategy: Investing toward a secure future

Presented by TIAA.  If you’re in or near your peak earning years and want to do all you can to build a secure retirement, this webinar is for you. We’ll move beyond investing basics to help you fine-tune your saving and investing strategies for retirement. 

Wednesday, June 12, 2024, 12:00 PM EST

6/12 Reserve your spot today!

Maximize Social Security in Your Retirement Strategy

Presented by Fidelity.  Learn how Social Security fits your retirement paycheck, identify Social Security claiming strategies, and create your retirement income plan.

Tuesday, June 18, 2024, 10:00 AM EST

6/18 Reserve your spot today!

 

 

Social Security Benefits Planning: Basic considerations & strategies

Presented by TIAA.  Social Security will likely play a significant role in building your retirement income. Learn the basics about Social Security including eligibility, how to apply, how your benefit is calculated and strategies for claiming benefits.

Wednesday, June 26, 2024, 2:00 PM EST

6/26 Reserve your spot today!