Whether you are just beginning to plan for retirement or are nearing your retirement date, this event is designed to support you at every stage. Retirement Education Week provides the information and resources you need to make confident, well-informed decisions about your retirement future.
Links to available session recordings will be posted here when they are ready. Some sessions were not recorded due to vendor restrictions.
| Day | Time | Topic | Presenter |
|---|---|---|---|
| Monday, February 2 |
11:00 am | Understanding Your Total Retirement Package at USU (Video) | Lisa Atkinson, USU Benefits |
| 11:30 am | The Psychology of Investing: How Emotions Impact Financial Decisions (Video) | Zac Huish, HUB | |
| 12:30 pm | Planning for Life Milestones | Kelton Lawson, TIAA | |
| 1:30 pm | Health Savings Accounts: A Powerful Tool for Today and Retirement | Brady Hunsaker, Fidelity | |
| Tuesday, February 3 | 9:00 am | Investing Essentials: 5 Principles to Invest with Confidence | Mackenzie Huish-Casey, TIAA |
| 10:00 am | Coping with Market Volatility: Staying Focused Through Ups and Downs (Video) | Zac Huish, HUB | |
| 11:00 am | Understanding your Tier 1 Retirement Benefits | Vicky Steinbrech, URS | |
| 12:00 pm | Understanding your Tier 2 Retirement Benefits | Vicky Steinbrech, URS | |
| Wednesday, February 4 |
11:00 am | CIO Chartbook: What we Learned in 2025, What to Expect in 2026 | Gregg Marsh, TIAA |
| 12:00 pm | Preparing to Maximize your Retirement Plans in 2026 | Brady Hunsaker, Fidelity | |
| 1:00 pm | Estate Planning and Beneficiaries: Protecting What Matters Most (Slides)(Video) | Gordon Nelson, USU Advancement | |
| Thursday, February 5 |
9:00 am | Medicare Basics: What You Need to Know Before You Enroll (Video) | Tina Perini, Medicare Retiree Specialist |
| 10:00 am | Social Security Basics: When and How to Claim Your Benefits | Nathan Cole, Social Security Administration | |
| 11:00 am | Preparing for the Reality of Health Care Costs in Retirement | Teo Ngatuvai, Fidelity | |
| 12:00 pm | Transitioning from Employee to Retiree: What to Expect at USU (Video) | Lisa Atkinson, USU Benefits |