UK offering Summer School 2025: Financial Well-Being sessions

Making the right financial decisions — whether navigating first financial milestones, managing day-to-day expenses, looking to maintain a certain lifestyle or getting ready for retirement — can help put someone on a path to financial wellness. 

This summer, UK is pleased to offer Summer School 2025: Financial Well-Being, presented by Fidelity Workplace Financial Consultants and is provided at no additional cost to employees. Each class will be offered virtually and in-person at noon EDT on selected dates in the summer of 2025.  

To register for a virtual workshop, click on the title of the session you wish to attend: 

Course pre-work (Optional): 

• Log in to review your personal retirement account details. 

• Create your own personalized budget. 

Financial Wellness 101 

• June 4:  Create a Budget and Build Emergency Savings 

• June 25:  Understanding Roth Contributions in Your Workplace Savings Plan 

• June 11:  Identify and Prioritize Your Savings Goals 

 
Financial Wellness 201 

• July 9:  Investing for Beginners 

• July 23:  Make the Most of Your Retirement Savings 

• July 30:  Five Money Musts 

Financial Wellness 301 

• August 6:  Prepare for the Reality of Health Care in Retirement 

• August 20:  Preserving Your Savings for Future Generations 

• August 27:  Top Things to Do Before You Retire 

Retirement Readiness Capstone 

• September 3:  Learn the Basics of When and How to Claim Social Security 

• September 10:  Maximizing Social Security in Your Retirement 

• September 17:  Fundamentals of Retirement Income Planning 

Extra credit 

Schedule a 1:1 consultation with a Fidelity Workplace Financial Consultant. Appointments are available virtually or in person at a time that works for you.        
 

In-person events are also being held from 8:30 a.m. to 8 p.m. Monday through Friday at 161 Lexington Green Circle, Suite 195. To schedule an appointment, call 800-642-7131 or visit fidelity.com/schedule, then click on the tile Attend a learning event > Event Search: enter University of Kentucky > Select Event Type: In-Person Event. A complimentary light lunch will be provided. Register early as space is limited.