Aug 18

TIAA Individual Retirement Counseling Sessions

Fri, August 18, 2023 • 9:00am - 3:00pm (6h) • Sayles-Hill #254

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

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?

To schedule your appointment, call TIAA-CREF at (800) 732-8353, Monday through Friday, from 8:00 a.m. to 8:00 p.m. (ET) or schedule online here.  Appointments may be booked on the hour - not the half hour.

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

Repeats daily: Aug 18

Event Summary

TIAA Individual Retirement Counseling Sessions
  • Intended For: Faculty, Staff
  • Categories: Meeting/Conference

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