Sep 21

TIAA Individual Retirement Counseling

Tue, September 21, 2021 • 9:00am - 2:00pm (5h) • Conducted by Phone or Virtually

We will be offering individual retirement (one-on-one) counseling sessions where you can confidentially discuss your personal financial situation with our TIAA consultant, Mark Thompson.

Individual counseling sessions will help you answer these retirement questions:

  • Are you setting realistic goals for key life events and retirement?
  • Can you better balance your spending priorities to help you save more for your financial goals?
  • What investment mix and strategy is best for you to increase your portfolio's potential, including protecting against cost-of-living increases?
  • What retirement income options best fit your situation?

Newly hired employees or employees who have never met with Mark for an individual appointment are highly encouraged to take advantage of this opportunity!!

To schedule your appointment, call TIAA at (800) 732-8353, Monday through Friday, from 8:00 a.m. to 8:00 p.m. (ET) or schedule online here.  Be sure to record your telephone number for appointments conducted by phone.

Event Contact: Andrea Zunkel

Event Summary

TIAA Individual Retirement Counseling
  • When
    • Tuesday, September 21, 2021
    • 9:00am - 2:00pm (5h)
  • Where
    • Conducted by Phone or Virtually
  • Event Contact
  • Copy Share Link
  • Intended For: Faculty, Staff

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