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Phone: (509) 963-1202
Fax: (509) 963-1733

Financial Webinars

With everything that’s going on these days, saving for the future can be challenging and your timeline for starting retirement may have shifted. Take this opportunity to assess your savings progress. If you’re not where you want to be, a variety of workshops are available to help you start moving in the right direction.


  • Department of Retirement Systems (DRS Webinars) – TRS & PERS (Most Classified, Some Exempt Staff)

    Visit the DRS webpage for full list of dates & times for the following webinars:

    • Plan 2 Basics – PERS & TRS
    • Plan 3 Basics – PERS & TRS
    • Plan 3 Distributions
    • PERS 2 & 3 Early Retirement Options
    • Getting Ready for Retirement
    • Applying for Retirement
    • Choosing Between 2 and 3
    • Nearing Retirement Seminar – for those within five years of retirement; half day online seminar
  • Retiree Health Insurance Enrollment

    Retiree Benefits

    Certain eligibility requirements must be met to receive PEBB retiree insurance coverage. Depending on your situation, you may be able to enroll in PEBB retiree insurance coverage now or take action to protect your eligibility for future enrollment.

  • Fidelity Webinars

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    Fidelity Webinars

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    Manage Unexpected Events and Expenses

    With the current economic conditions, you may be evaluating how to make ends meet. This workshop will help you to learn how to assess your spending and take control of your budget and considerations for taking money from a workplace savings plan.

    Navigating Market Volatility

    With the market’s recent downturns, you may be concerned about the retirement savings you’ve worked so hard to build potentially being in jeopardy. Get answers to questions like: Should I change how I’m invested to something less risky? Should I move to cash right now? How do I pull my money out of the market? Why should I put more into my retirement savings plan?

    Create a Budget, Ditch Your Debt, and Start Building for the Future

    This workshop will educate you on strategies, tools, and tips for balancing paying down your debt with saving for future goals. After the workshop you should be able to identify the three core components of a sound budget, get control over prioritizing your debt, and find ways to save more. This workshop is intended for those who would like to learn more about managing their finances so they may be able to save more for retirement or other financial goals.

    Five Money Musts

    During this workshop, you will learn about five basic money concepts to help you start your financial journey on the right foot. After the workshop you should be able to understand what a budget is and why you need one, know how to use credit and manage debt, and recognize how investing can help you reach your money goals. Who should attend: Individuals who are just starting to think about how to manage their money.

    Identify and Prioritize Your Savings Goals

    This workshop will help you start to think about the savings goals that are important to you and understand how you can achieve them. After the workshop you should be able to identify, prioritize and fund your savings goals and take your next steps and save for your goals. Who should attend: This workshop is for individuals who want to save for multiple financial goals.

  • TIAA Webinars

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    TIAA Webinars

    Planning with Retirement Assets

    Your retirement assets will play a significant role in creating your retirement income, however, there are many rules surrounding your use of these assets. When can I start taking distributions? When must I start taking distributions? What happens when I leave them to my loved ones? Join us to get the answers to all of these questions and more.

    Understanding Medicare

    Paying for healthcare in retirement is a critical part of financial planning and it is important to understand how Medicare operates and what choices you have. This webinar will help you understand some aspects of Medicare including eligibility and what plans are available to you. We hope that you will join us for this educational event.

    Quarterly Economic and Market Update with TIAA's Chief Investment Strategist

    Take a closer look at our views on the financial markets, including key market drivers, U.S. economy, policy and politics, and investing in public markets. This seminar will also cover the challenges that investors face and how to navigate them. TIAA’s Chief Investment Strategist will discuss economic and market developments that may impact your retirement savings strategy.

    An Introduction to Alternative Investments: Real Estate

    During times of market and other uncertainties, we believe that having real estate as part of your portfolio can help provide three critically important investment attributes: liquidity, low leverage, and diversification. This presentation will discuss the reasons to consider investing in private real estate and provide an overview of the real estate market and its outlook for the future.

    Understanding Health Savings Accounts (HSAs)

    You may know about the tax advantages of contributing to a Health Savings Account (HSA), but did you know that HSAs are also a way to save for health care in retirement? This webinar will help you understand unique aspects of HSAs including how they help account owners to pay for current health care expenses and save for those in the future.


    Are you concerned about identity theft and your family’s security online? TIAA’s Information Security team will discuss how you can protect yourself and your family from cyber criminal social engineering.

Additional Information

  • Retirement Readiness FAQ

    Q: In which retirement plan am I enrolled?
    A: Find your retirement plan by logging in to MyCWU > Employee Tab > Benefits > Benefits Summary.

    *Retirement Plan is listed at the bottom of the Benefits Summary list.

    Q: When may I access my retirement funds?
    A: For access to retirement funds after separating from CWU, or to rollover funds, make a withdrawal, or start pension payments, contact your retirement plan:

    • Department of Retirement Systems - DRS (PERS, TRS, & LEOFF Members): 800-547-6657 or or login to your account at
    • Fidelity (CWURP): 800-343-0860
    • TIAA (CWURP): 800-842-2776

    Q: When am I eligible to retirement?
    A: Each retirement plan has a different eligibility requirement:

    • DRS Members (PERS, TRS, & LEOFF): contact DRS at 800-547-6657,, or login to your account at
    • CWURP (CWU Retirement Plan):
      • Full Retirement: Age 65
      • Early Retirement:
      • Age 62 or Age 55 with at least ten years of service

    Q: What resources are available to help me prepare for retirement?
    A: Visit out Getting Ready to Retire webpage.

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