URS Member Webinars

A Convenient, Hassle-Free Way to Learn » It’s simple to join and participate in URS webinars -- a phone or computer is all you need. This brief video shows how.

Understanding My529 Plans

my529 has been helping families save for education for 30 years. Investing now for future educational costs can add up and save you from paying back money you borrowed with interest. my529 also has tax advantages that helps you reach your savings goals.

Wednesday, September 16, 2026, 12:30 -1:30 p.m. | Register

Understanding and Choosing URS Savings Plans and Investment Options

You must make many different choices in saving for retirement. See which savings plans and investment options are right for you.

Wednesday, September 23, 2026, 11 a.m.-noon | Register

Wednesday, October 28, 2026, 2-3 p.m. | Register

» See Recorded Webinar

Retirement: Don't Just Rely, Multiply!

This webinar explores how human behavior—more than markets—has the greatest impact on long‑term retirement planning and success. Participants learn why saving early matters, the most common behavioral pitfalls that derail retirement planning, and simple strategies to overcome them. Attendees also receive guidance on URS tools, savings plans, and actionable steps to strengthen their retirement future.

Wednesday, September 30, 2026, noon-1 p.m. | Register

Tier 2 Choice

This overview for public employees within their first year of URS-eligible employment will help you understand your two retirement choices.

Tuesday, November 10, 2026, 3-4 p.m. | Register

» See Recorded Webinar

Previously Recorded Webinars

URS RETIREMENT BENEFITS

• Tier 1 Public Employees: Understanding Your Pension
  Calculating your benefit, understanding your options, and more.

• Understanding the Tier 2 Public Employee Hybrid Option
  Calculating your benefit, understanding your options, and more.

RETIREMENT PLANNING

• Retirement Payout Options: Is A Partial Lump-Sum Option Right For You?
  Learn more about the different payout options URS has to offer at retirement.

• Can I Reitre Early?
  No one ever tells you it’s time to retire. Many people assume they need to reach traditional milestones like age 65 and Medicare eligibility. But depending on your savings, benefits, and lifestyle, you may be closer than you think. This webinar can be a great first step to understanding when retirement can be possible for you.

RETIREMENT SAVINGS PLANS

• The Roth Advantage: Empowering You with Tax-Free Retirement
  Thinking about contributing to a URS Roth plan? This webinar explains how Roth plans work, key rules to understand, and how it may fit into your overall retirement strategy. We’ll set aside time to answer your questions. Roth FAQ

• Is a Roth Conversion Right for Me?
  Is a conversion to a Roth savings account (paying taxes on a traditional retirement balance now) right for you? this webinar, we’ll discuss considerations for converting (or not converting) traditional retirement money into Roth savings plans. You’ll learn about URS’s new Roth plans and what they may mean for your Roth conversion options
  

• Set it and Forget it: A Guide to Stress-Free Retirement Investing
  Feeling overwhelmed by investment strategies? Not sure how to manage risk as you get older? Join us for a webinar where we’ll cover the fundamentals of investing and introduce a simple, hands-off approach using target date funds—so your only job is to contribute.

• Saving for Retirement Late in Your Career
  Learn how to take advantage of catch-up contributions, tax-saving opportunities, and investment strategies that will help you build wealth, even if you're starting a little later than most.

• The Quiet Path to Wealth
  In a culture fascinated by entrepreneurs, influencers, and overnight success stories, financial security can seem reserved for only the elite few. But the average Utah public employee has a real path to long-term financial security — one that’s much quieter. This webinar explores how consistent saving, steady investing, smart financial habits, and maximizing benefits can gradually build real wealth over time.

RETIREMENT LIFESTYLE

• Creating and Living Your Purpose-Filled Retirement
  While you may have your finances in order, have you considered how you’ll spend your time in retirement?

• Aging Well
  Take a deep, practical look at the five keys that shape a healthy, fulfilling retirement. We’ll explore how purpose, social connection, physical well‑being, mental vitality, and your living environment work together to support a longer, happier life. Whether you’re planning ahead or already retired, you’ll gain simple, research‑backed insights and everyday strategies to help you thrive in the years ahead.

FINANCIAL WELLNESS

• Financial Wellness Basics
  Learn financial basics and get practical tips for improvement.

• Creating and Following Your Spending Plan
  Are you living paycheck to paycheck? We'll offer strategies to manage your spending.

• Understanding Mortgage Rates
  This webinar explores the key factors that influence mortgage interest rates, including market conditions, inflation, and individual borrower profiles. It also covers practical guidelines for evaluating whether refinancing makes sense based on your financial goals and current loan terms. Attendees will leave with a better understanding of how to make informed mortgage decisions.

OTHER TOPICS

• Public Employee Loan Forgiveness
  Do you qualify? How do you apply?

• Social Security Fairness Act
  Understanding new laws for exempt employees.