Oct 16

TIAA - Write Your Next Chapter - Retirement Webinar Series Session 3 of 3

Mon, October 16, 2023 • 4:00pm - 5:00pm (1h) • Zoom - Virtual zoom link provided in Workday after registration - this session will be recorded
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Human Resources has partnered with TIAA to provide learning opportunities to Carleton's faculty and staff (and spouses/DPs) to enhance your knowledge about Retirement Readiness.

  • Date: October 16, 2023
  • Time: 4:00pm - 5:00pm
  • Location: Virtual webinar link hosted by TIAA

Presenter:  Jim Soholt, Sr. Financial Consultant, TIAA

Overview:  If you’re thinking about making the transition to retirement, this webinar is essential for understanding how to create an income plan that helps you maximize your savings. In five steps you’ll learn how different sources of income work, how to build your strategy for lifetime income and what to consider when planning withdrawals from your retirement assets.

  • We’ll help you prepare by discussing how to:
  • Estimate your expenses
  • Understand your income sources
  • Build your strategy for lifetime income
  • Withdraw your retirement assets
  • Review and adjust your plan when needed

Registration Link: TIAA - Write Your Next Chapter Registration

 

from Human Resources

Event Contact: hr@carleton.edu
Event Link: for More Information

Event Summary

TIAA - Write Your Next Chapter - Retirement Webinar Series Session 3 of 3
  • Intended For: Faculty, Staff

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