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2026 Retirement and Financial Wellness Workshops March 23 and 26

March 12, 2026

USI employees are invited to participate in the 2026 Retirement and Financial Wellness Workshops, a two-day series designed to support financial confidence at every career stage. Sessions will be held on Monday, March 23, and Thursday, March 26, in UC East Rooms 2219–2220, with two virtual option available.

This year’s lineup features presentations from TIAA, Fifth Third Bank, the Social Security Administration and USI’s own Benefits Manager, Amy Miller. Together, these sessions offer practical guidance on saving, investing, retirement planning and protecting your financial well being.

Workshops on March 23 include topics such as getting started with saving, investing essentials, financial caregiving strategies and online safety. 

On March 26, employees can attend sessions on Social Security, USI’s retirement offerings and identity protection. The Social Security workshop provides insights into “the application process for Social Security Income, exploring the impact of age and wages on benefit amounts,” along with survivor and disability benefits.

A full schedule of workshops, including session descriptions and presenter details, is available on the HR website. All employees are welcome to attend, and no registration is required unless otherwise noted.

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