Carnegie Mellon University

Illustration of roadway with Retirement Ahead sign

October 30, 2018

Retirement Savings Workshops

The Office of Human Resources and Vanguard invite you to learn more about retirement planning. Join us in the Cohon University Center’s Connan Room on Monday, November 12, 2018 for these interactive and informative workshops. Light refreshments will be served. Registration is encouraged, as space is limited. Take advantage of this opportunity to make a difference in your financial future.

  • 9 to 10 a.m. — Create Your Plan
    Do not leave a comfortable retirement to chance. Attend this meeting to learn:
    • Whether you are saving enough
    • How to choose investments that are right for you
    • Whether you need to adjust your investment and saving strategy
    Register via FocusU
  • Noon to 1 p.m. — Getting on Track for Retirement
    If you are 10 to 20 years away from retirement, improve your financial planning by:
    • Determining whether you can retire at your target age
    • Envisioning what your retirement might be like
    • Learning whether you need to make changes to your plan account now for the retirement you want
    Register via FocusU
  • 2 to 3 p.m. — Timeline to Retirement
    If you are 3 to 10 years from retirement, attend this meeting to learn about:
    • Major milestones associated with employer-sponsored retirement plans and other benefits
    • Social Security and Medicare
    • How to avoid significant tax penalties on withdrawals
    Register via FocusU