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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.

JULY 2025

Learn the Basics of When and How to Claim Social Security

Presented by Fidelity. 

Understand the basics of Social Security. Learn about considerations for claiming Social Security benefits and deciding when to take those benefits.

Tuesday, July 8, 10:00 am EST
07/08 Reserve your spot today!

 

Navigating the sandwich generation: Financial strategies for the caregiving squeeze

Presented by TIAA.  

Learn how to manage caring for your aging parents while supporting your adult children. It can be done.

Tuesday, July 15, 10:00 AM EST
07/15 Reserve your spot today!

 

Managing My Money

Presented by Fidelity. 

Identify the three core components of a sound budget. Begin to build (or rebuild) your emergency savings fund. Get control over prioritizing your debt.

Tuesday, July 22, 2:00 pm EST
07/22 Reserve your spot today!

 

Quarterly market and economic overview*

Presented by TIAA. 

TIAA's quarterly review of the market.

Thursday, July 31, 2:00 pm EST
07/31 Reserve your spot today!

AUGUST 2025

Retirement Basics

Presented by Fidelity.  

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

Tuesday, August 12, 10:00 am EST
08/12 Reserve your spot today!

 

Take control of your financial life: 5 steps to save money and manage debt

Presented by TIAA.  

Uncover how to set goals, balance your budget and use debt wisely.

Tuesday, August 19, 10:00 am EST
08/19 Reserve your spot today!

 

Quarterly Market Update

Presented by Fidelity.  

Review current macro- and microeconomic conditions. Explore U.S. equity, international equity, and fixed income markets. Consider long-term investing themes.

Tuesday, August 26, 2:00 pm EST
08/26 Reserve your spot today!

SEPTEMBER 2025

Planning for life's milestones

Presented by TIAA.  

From marriage to the loss of a loved one, ensure you’re prepared for steps in your life’s journey.

Tuesday, September 2, 10:00 am EST
09/02 Reserve your spot today!

 

Navigating Market Volatility

Presented by Fidelity.  

Learn about the importance of having a plan and staying the course, invETing bET practices, and common pitfalls to avoid during volatile markets. The goal is for you to ETablish a plan if you don’t have one, feel comfortable with your plan, and know where to get help.

Tuesday, September 9, 2:00 pm EST
09/09 Reserve your spot today!

 

How to get the most out of your retirement income

Presented by TIAA.  

Discover how to maximize your retirement income to ensure your financial security doesn’t stop when you stop working.

Thursday, September 18, 2:00 PM EST
09/18 Reserve your spot today!

 

Resetting Your Financial Foundation

Presented by Fidelity.  

Whether it’s prioritizing expenses and debt or saving for the future, it’s important to review your saving and spending to get clarity on where your money is going.

Tuesday, September 23, 2:00 PM EST
09/23 Reserve your spot today!

 

Steps to help secure your income in retirement: A mid-career check-in

Presented by TIAA.  

Take stock of where you are at this critical checkpoint and use retirement-saving strategies to better balance competing financial priorities.

Thursday, September 30, 10:00 am EST
09/30 (link tba)

 

OCTOBER 2025

Fundamentals of Retirement Income Planning

Presented by Fidelity. 

Learn the benefits of a retirement income plan. Identify retirement income sources and expenses. Explore different retirement income strategies.

Tuesday, October 7, 10:00 am EST
10/07 Reserve your spot today!

  

Quarterly market and economic overview*

Presented by TIAA.  

TIAA's quarterly review of the market.

Thursday, October 23, 2:00 PM EST
10/23 Reserve your spot today!

 

Maximize Social Security in Your Retirement Strategy

Presented by Fidelity.  

Learn how Social Security fits as part of your retirement paycheck. Identify Social Security claiming strategies and create your retirement income plan.

Tuesday, October 28, 2:00 pm EST
10/28 Reserve your spot today!

NOVEMBER 2025

Investing Essentials: 5 principles to invest with confidence

Presented by TIAA.  

How you invest today can impact what you’ll have tomorrow. No matter where you are in your career journey, this webinar can help you understand five key principles of investing for the future so you can get the most from your money.

Tuesday, November 4, 10:00 am EST
11/04 Reserve your spot today!

 

The Tax (and Personal) Benefits of Charitable Giving

Presented by Fidelity.  

Many people contribute cash to their favorite charities, but there are additional options to consider. Learn 
more about other tax-effective ways to give.

Tuesday, November 11, 2:00 PM EST
11/11 Reserve your spot today!

 

Family wealth education*

Presented by TIAA.  

Family wealth includes more than just economic resources. The plan should also contemplate your family’s values, experiences and passions.

Thursday, November 20, 2:00 PM EST
11/20 Reserve your spot today!

DECEMBER 2025

Planning for Health Care Costs and Coverage in Retirement

Presented by Fidelity.  

Health care costs in retirement can affect your savings and lifestyle. Explore how to prepare for the reality of 
health care costs in retirement.

Thursday, December 4, 10:00 AM EST
12/04 Reserve your spot today!

 

Social Security*

Presented by TIAA.  

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

Tuesday, December 9, 10:00 AM EST
12/09 Reserve your spot today!

JANUARY 2026

Understanding Roth Contributions in Your Workplace Savings Plan

Presented by Fidelity.  

Learn about different tax-advantaged ways you can contribute to your workplace savings plan. Understand how those contribution types can affect your paycheck and your taxes. Know the difference between a Roth IRA and the Roth option in your workplace savings plan.

Tuesday, January 6, 2:00 pm EST
01/06 Reserve your spot today!

 

Take control of your financial life: 5 steps to save money and manage debt

Presented by TIAA.  

Take control of your financial life: 5 steps to save money and manage debt

Tuesday, January 13, 10:00 am EST
01/13 Reserve your spot today!

 

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. Review the basics of trusts, gifting, and possible insurance replacement strategies.

Tuesday, January 20, 2:00 PM EST
01/20 Reserve your spot today!

 

Quarterly market and economic overview*

Presented by TIAA. 

TIAA's quarterly market review.

Thursday, January 29, 2:00 PM EST
01/29 Reserve your spot today!

FEBRUARY 2026

Create a Budget and Build Emergency Savings

Presented by Fidelity.

Learn about different components of a budget. Use Fidelity’s 50-15-5 saving and spending guideline. See how emergency savings are a critical part of your budget.

Tuesday, February 3, 10:00 am EST
02/03 Reserve your spot today!

 

Don't get hacked: Steps to protect yourself online*

Presented by TIAA.  

Learn useful tips for spotting scams and safeguarding your personal information.

Tuesday, February 10, 10:00 am EST
02/10 Reserve your spot today!

 

Quarterly Market Update

Presented by Fidelity.  

Review current macro- and microeconomic conditions. Explore U.S. equity, international equity, and fixed income markets. Consider long-term investing themes.

Tuesday, February 17, 2:00 pm EST
02/17 Reserve your spot today!

 

Navigating the sandwich generation: Financial strategies for the caregiving squeeze

Presented by TIAA.  

Learn how to manage caring for your aging parents while supporting your adult children. It can be done.

Thursday, February 26, 2:00 pm EST
02/26 Reserve your spot today!

MARCH 2026

How to Plan for the Income You'll Need In Retirement

Presented by Fidelity.

How do your financial resources turn into income in retirement? It starts with a plan. Learn how to create a retirement income plan and explore the risks that can impact it.

Tuesday, March 5, 10:00 am EST
03/05 Reserve your spot today!

 

Tax planning opportunities*

Presented by TIAA.  

Identify your top tax considerations and learn which factors will have the biggest impact on your individual situation.

Tuesday, March 10, 10:00 am EST
03/10 Reserve your spot today!

 

Put the Power of NetBenefits to Work for You

Presented by Fidelity.  

Did you know that there’s more to do in NetBenefits than checking your balance? Come on a tour and discover the powerful resources that can help you plan, track, and save for retirement.

Thursday, March 19, 10:00 am EST
03/19 Reserve your spot today!

 

Planning for life's milestones

Presented by TIAA.  

From marriage to the loss of a loved one, ensure you’re prepared for steps in your life’s journey.

Thursday, March 26, 2:00 pm EST
03/26 Reserve your spot today!

APRIL 2026

Creating the Retirement You Want

Presented by Fidelity.

Whether you’re planning as a couple or on your own, it’s important for women to plan for higher retirement expenses (especially health care costs) and be strategic about when to claim Social Security.

Thursday, April 9, 2:00 pm EST
 04/09 Reserve your spot today!

 

Myth-busting: Planning and managing healthcare expenses

Presented by TIAA.  

Healthcare costs can really add up in retirement. That’s why it pays to be prepared. In this webinar, we’ll help you separate myth from reality when it comes to managing costs for a healthy financial future.

Tuesday, April 14, 10:00 am EST
04/14 Reserve your spot today!

 

Fundamentals of Retirement Income Planning

Presented by Fidelity.  

Learn the benefits of a retirement income plan. Identify retirement income sources and expenses. Explore different retirement income strategies.

Tuesday, April 21, 2:00 pm EST
04/21 Reserve your spot today!

 

Quarterly market and economic overview

Presented by TIAA.  

TIAA's quarterly market review.

Thursday, April 30, 2:00 pm EST
04/30 Reserve your spot today!

MAY 2026

Investing for Beginners

Presented by Fidelity.

Understand basic investing terms and concepts. Learn about the building blocks of investing and determine what type of investor you want to be.

Tuesday, May 5, 2:00 pm EST
05/05 Reserve your spot today!

 

Steps to help secure your income in retirement: A mid-career check-in

Presented by TIAA.  

Take stock of where you are at this critical checkpoint and use retirement-saving strategies to better balance competing financial priorities.

Tuesday, May 12, 10:00 am EST
05/12 Reserve your spot today!

 

Maximize Social Security in Your Retirement Strategy

Presented by Fidelity.  

Learn how Social Security fits as part of your retirement paycheck. Identify Social Security claiming strategies and create your retirement income plan.

Tuesday, May 19, 10:00 am EST
05/19 Reserve your spot today!

 

How can I afford college for my kids or grandkids?

Presented by TIAA.

Discover strategies you can use to save and pay for college—even if it feels impossible today. 

Thursday, May 28, 2:00 pm EST
05/28 Reserve your spot today!

JUNE 2026

Planning for Health Care Costs and Coverage in Retirement

Presented by Fidelity.

Health care costs in retirement can affect your savings and lifestyle. Explore how to prepare for the reality of 
health care costs in retirement.

Tuesday, June 4, 2:00 pm EST
06/04 Reserve your spot today!

 

Set your retirement date: Understand the factors to get you to your goal

Presented by TIAA.  

Whether you plan to retire today or 30 years from now, it’s never too early—or too late—to design the life you want. Let’s explore the steps to getting you there.

Tuesday, June 9, 10:00 am EST
06/09 Reserve your spot today!

 

Understanding Roth Contributions in Your Workplace Savings Plan

Presented by Fidelity.  

Learn about different tax-advantaged ways you can contribute to your workplace savings plan. Understand how those contribution types can affect your paycheck and your taxes. Know the difference between a Roth IRA and the Roth option in your workplace savings plan.

Tuesday, June 16, 10:00 am EST
06/16 Reserve your spot today!

 

Family wealth education*

Presented by TIAA.

Family wealth includes more than just economic resources. The plan should also contemplate your family’s values, experiences and passions.

Thursday, June 25, 2:00 pm EST
06/25 Reserve your spot today!

JULY 2026

Setting Goals and Habits that Stick

Presented by Fidelity.

You can start by identifying or revisiting what you want your money to achieve and setting up good habits to create lasting change.

Thursday, July 2, 2:00 pm EST
07/02 Reserve your spot today!