Life Planning Seminars

The following life planning seminars and sessions are offered at each campus and institute:

  • Retirement 101
    • Federal Retirement Plans (FERS & CSRS)*
    • Joint Contributory Retirement System (JCRS)*
    • Optional Retirement Program (ORP)*
    • Tennessee Consolidated Retirement System (TCRS)*
  • Wills and Estates
  • Retiree Health Insurance
  • Social Security
  • Deferred Compensation (401k, 457, & 403b Plans) and Financial Planning

*Pre-registration is required to receive personalized retirement booklets during seminars.

Upcoming Life Planning Seminars

Location When Information
IPS TBD Registration Forms will be emailed to employees.
UT Health Science Center Oct. 31, 2018 Registration through UTHSC Training Pages
UT Martin Oct. 30, 2018 Registration Forms will be emailed to employees.
UT Chattanooga March 20-21, 2018 Registration email will be sent to employees.
UT Space Institute March 20-21, 2018 Registration email will be sent to employees.
Knoxville Area May 15, 2019 Registration email will be sent to employees.

 

Personalized Retirement Projections

Employees may request retirement illustrations and projections at any time. For more information, contact Benefits and Retirement Services at retirement@tennessee.edu or 865-946-8847.

Ready to Retire Classes

If you are ready to retire, or somewhere in the middle, help is available! The Ready to Retire Class is very similar to the Retirement Services session of our yearly Life Planning Seminar but serves a much smaller audience (registration is limited to 25 employees per class). The Retirement Services Office will include a personalized benefit booklet and offer several opportunities to ask questions about the retirement process. To sign up, please visit the k@te training page.

Departmental Benefits Reviews

Departments may request an in-house benefits review seminar. This program includes information regarding retirement, insurance, deferred compensation and other benefits available to employees. For more information, contact Retirement Services at retirement@tennessee.edu or 865-974-6050.

 

WHAT’S YOUR FINANCIAL IQ

Test your financial know-how and you could win an iPad Mini! We’ve teamed up with TIAA to bring you the What’s Your Financial IQ? challenge.

From April 15, 2019 to May 15, 2019, take this educational challenge to have fun and learn important information about financial planning. Each day five new questions are added to the challenge. Every time you play, you are automatically entered for a chance to win an iPad Mini. The more you play, the better your chances of winning–so sign on every day! (All responses are confidential.)

You could win an iPad mini.