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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.

NOVEMBER 2024

Write Your Next Chapter: 5 steps to setting your retirement date

Presented by TIAA. For anyone starting to think seriously about when to retire, this webinar takes you through five steps that help you decide when the time is right, including estimating retirement expenses, closing any income gap and understanding key milestones that can impact your retirement finances.

Tuesday, November 5, 2024, 12:00 PM EST
11/05 Reserve your spot today!

 

Navigating Market Volatility

Presented by Fidelity.  Learn the history of market downturns, understand the importance of having a plan, and recognize the pitfalls potentially faced by investors.

Wednesday, November 13, 2024, 10:00 AM EST
11/13 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.

Wednesday, November 20, 2024, 10:00 AM EST
11/20 Reserve your spot today!

DECEMBER 2024

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.

Thursday, December 5, 2024, 2:00 PM EST
12/05 Reserve your spot today!

 

Ask Fidelity: How to Make the Most of Your Retirement Savings

Presented by Fidelity.  How much is "enough" for retirement? Learn strategies that can help you save more today and tips for preserving and growing your savings in retirement.

Tuesday, December 10, 2024, 1:00 PM EST
12/10 Reserve your spot today!

JANUARY 2025

Creating a Budget You'll Actually Use

Planning out your spending, and living within a budget, is all about freedom. Learn how to create a budget you’ll use, so you’re prepared for the unexpected, and able to pursue what’s important to you.

Wednesday, January 8, 2025, 12:00 PM EST
1/08 Reserve your spot today!

 

Live with Confidence in Retirement:  5 Steps to creating your retirement income plan

Presented by TIAA.  If you’re getting ready to retire, this webinar is essential for understanding how to create an income plan that helps you maximize your savings throughout retirement. 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.

Tuesday, January 14, 2025, 10:00 AM EST
1/14 Reserve your spot today!

 

Getting a Head Start: A step-by-step overview of your plan

Presented by TIAA.  Understanding the retirement plans offered by your employer, the advantages of a retirement program, how to create a retirement strategy and how to update your account with TIAA.

Thursday, January 23, 2025, 12:00 PM EST
1/23 Reserve your spot today!

 

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 to be.

Thursday, January 30, 2025, 12:00 PM EST
1/30 Reserve your spot today!

 

FEBRUARY 2025

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. 

Tuesday, February 4, 2025, 2:00 PM EST
2/04 Reserve your spot today!

  

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. 

Thursday, February 13, 2025, 2:00 PM EST
2/13 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.

Wednesday, February 19, 2025, 10:00 AM EST
2/19 Reserve your spot today!

 

Your Mid-Career Retirement Check-In – Make the move toward long-term financial security

Presented by TIAA.  For anyone halfway down the road to retirement, this webinar is a critical checkpoint. It covers successful money management, how to juggle competing financial demands and retirement-saving strategies that can help put you on the path to lifelong financial security.

Tuesday, February 25, 2025, 10:00 AM EST
2/25 Reserve your spot today!

MARCH 2025

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, March 4, 2025, 12:00 PM EST
3/04 Reserve your spot today!

 

Social Security Basics

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, March 12, 2025, 12:00 PM EST
3/12 Reserve your spot today!

 

Learn the Basics of When and How to Claim Social Security

Presented by Fidelity.  Understand Social Security, considerations for claiming Social Security benefits, and decide when to take Social Security benefits.

Thursday, March 20, 2025, 2:00 PM EST
3/20 Reserve your spot today!

 

Write Your Next Chapter: 5 steps to setting your retirement date

Presented by TIAA. For anyone starting to think seriously about when to retire, this webinar takes you through five steps that help you decide when the time is right, including estimating retirement expenses, closing any income gap and understanding key milestones that can impact your retirement finances.

Thursday, March 27, 2025, 2:00 PM EST
3/27 Reserve your spot today!

APRIL 2025

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.

Tuesday, April 1, 2025, 10:00 AM EST
4/01 Reserve your spot today!

 

Live with Confidence in Retirement:  5 Steps to creating your retirement income plan

Presented by TIAA.  If you’re getting ready to retire, this webinar is essential for understanding how to create an income plan that helps you maximize your savings throughout retirement. 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.

Tuesday, April 8, 2025, 10:00 AM EST
4/08 Reserve your spot today!

 

Manage Unexpected Events and Expenses

Presented by Fidelity.  Know how to assess spending and take control of a budget, consider reasons for taking money from a workplace savings plan, and understand ways Fidelity can help.

Wednesday, April 16, 2025, 12:00 PM EST
4/16 Reserve your spot today!

 

Quarterly Market Update

Presented by TIAA:  Hear from TIAA's chief investment officer about challenges investors are facing and tips on how to navigate them.

Wednesday, April 23, 12:00 PM EST
4/23 Reserve your spot today!

MAY 2025

Prepare for the Reality of Healthcare 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.

Thursday, May 1, 2025, 10:00 AM EST
5/01 Reserve your spot today!

 

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. 

Thursday, May 8, 2025, 2:00 PM EST
5/08 Reserve your spot today!

 

Fundamentals of Retirement Planning

Presented by Fidelity.  Learn the benefits of a retirement income plan, identify retirement income sources and expenses, and explore different retirement income strategies.

Wednesday, May 14, 2025, 2:00 PM EST
5/14 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, May 20, 2025, 2:00 PM EST
5/20 Reserve your spot today!

 

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, May 29, 2025, 1:00 PM EST
5/29 Reserve your spot today!

JUNE 2025

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 4, 2025, 12:00 PM EST
6/04 Reserve your spot today!

 

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, and see how emergency savings are a critical part of your budget.

Wednesday, June 11, 2025, 2:00 PM EST
6/11 Reserve your spot today!

 

Your Mid-Career Retirement Check-In – Make the move toward long-term financial security

Presented by TIAA.  For anyone halfway down the road to retirement, this webinar is a critical checkpoint. It covers successful money management, how to juggle competing financial demands and retirement-saving strategies that can help put you on the path to lifelong financial security.

Tuesday, June 17, 2025, 10:00 AM EST
6/17 Reserve your spot today!

 

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 to be.

Thursday, June 26, 2025, 10:00 AM EST
6/26 Reserve your spot today!