University of Southern Indiana

Retirement & Financial Wellness Workshops

USI Retirement & Financial Wellness Workshops

Congratulations to the following door prize winners courtesy of our USI Campus Store! We really appreciate all of you that were able to make this year's event. 

Jean Broyles-USI Graphite Coffee Mug

Cris Craig-USI Umbrella

Paul Doss-USI Travel Mug 

Karen Tuley-USI Umbrella

Jada Hogg-USI Coffee Mug

Gigie Hyneman- Campus Store Gift Card

Laverne Jones-USI Tumbler

Marcia Kiessling-USI Water Bottle

Donna Moore-USI Travel Mug

Lori Saxby-Chris Hogan's Retire Inspired 

Lindsay Schrader-USI Coffee Mug

Kevin Valadares-Chris Hogan's Retire Inspired



March 20, 2019 Retirement Sessions

Paying Yourself: Income options in retirement
Lori Matthews, TIAA
March 20, 2019 at 9 a.m.

This live workshop is ideal for USI employees on the TIAA plan(s). Learn ways to simplify retirement income. Learn about the basic rules that govern the most common retirement accounts. Gain perspective on when to tap into different assets and discover the flexible income choices TIAA offers.

Understanding Social Security
Charo Boyd, Social Security Administration
March 20, 2019 at 10:30 a.m.

This interactive workshop is ideal for USI employees and/or their loved ones planning to retire in 5-10 years. Learn how to apply and how age and wages effect the benefit amount. Learn the basic parts of Medicare, Medicare enrollment periods, premiums and how to contact Medicare.

PERF Workshop: Fundamentals of INPRS
Bob Boxell, INPRS (PERF)
March 20, 2019 at 12 p.m.

This live workshop is ideal for USI employees that are Public Employees’ Retirement Plan (PERF) participants. Learn about your PERF plan, updating your account, retirement eligibility, annuity and defined benefit (pension) payment options.

Are Medicare Supplements right for you?
Gina Downs, Senior Connection
March 20, 2019 at 1:30 p.m.

This live workshop is ideal for all USI employees nearing eligibility for Social Security and needing more information regarding Medicare supplemental plans. This session will help you better understand what your options are when you enroll in Medicare. 

The USI Retirement Offering
Wendy Seitz, USI
March 20, 2019 at 3 p.m.

This live workshop is ideal for USI employees eligible for USI medical, dental and life retirement benefits. Learn about USI’s retirement policy offerings and transition process from an active employee to a retiree status.

March 21, 2019 Financial Wellness Sessions

Healthy Credit
Dana Gubler, Heritage Federal Credit Union
March 21, 2019 at 9 a.m.

This live workshop is ideal for any USI employee that wants to learn about credit scores and how to improve them. Learn to manage and monitor your credit. Understand credit scores, build higher credit scores and understanding your credit.

Let's Learn to Budget!
Ben Joergens, Old National Bank
March 21, 2019 at 10:30 a.m.

This live workshop is ideal for USI employees interested in developing an understanding a budget. Learn about wants vs. needs, and how to differentiate between wants and needs when making purchases. Learn the budgeting process and apply these lessons in a practical setting to further your financial literacy skills.

Tomorrow in Focus
Lori Matthews, TIAA
March 21, 2019 at 12 p.m.

This live workshop is ideal for USI employees interested in saving for your ideal retirement. Learn the real benefit of time in regards to saving. Learn about the essential features of retirement plans and the basics of retirement saving and planning.

Home Buying for Adults
Amber Rascoe and Paula Cheek, German American Bank
March 21, 2019 at 1:30 p.m.

This live workshop is ideal for any USI employee that wants to learn about home buying. From determining readiness to buy a home and types of mortgages to taxes, reverse mortgage and borrowing against a home, this course will review it all.

Do you need an individual appointment?

INPRS (PERF) Individuals Appointments
Do you have specific questions about your Public Employees’ Retirement Plan? The individual meeting is ideal for USI employees who are within 6 months of retirement. Employees can call 888-286-3544 to request a Retirement Benefit Estimate. Employees should bring their retirement application as well. 

TIAA Individuals Appointments
Do you have specific questions about your TIAA’s Retirement Plan? Call 1-800-732-8353 or www.tiaa.org/schedulenow to schedule an individual appointment.

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