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Workshops & Guidance

We provide many resources to help you plan for your retirement. Sign up for one-on-one counseling with an investment provider, participate in a workshop, or listen to a webinar to learn more about how your contributions and investments can meet your savings goals.

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Financial Wellness and Retirement Savings Workshops

We partner with respected financial advisors and retirement savings plan providers to offer free retirement and financial planning seminars and webinars. Learn from financial planning experts to refine your own retirement saving strategies.

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Individual Financial Counseling

Financial advisors from our investment counselors are available on campus to help you make investment decisions that will meet your financial goals. 

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Your Health Care Benefits in Retirement Workshops

These confidential workshops will walk you through health care benefits as a retiree.

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MoneyAdvice at Work Webinar Series

View the popular series from Stanford Benefits and Francis Investments in English or Spanish and learn practical tips for saving and managing your money.