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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): 

  • Create your own personalized budget

Financial Wellness 101 

  • June 4:  Create a Budget and Build Emergency Savings
  • June 11:  Identify and Prioritize Your Savings Goals 
  • June 25:  Understanding Roth Contributions in Your Workplace Savings Plan 

 
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.