TIAA-CREF INDIVIDUAL COUNSELING – January - May 2015

TIAA-CREF INDIVIDUAL COUNSELING – January - May 2015

TIAA-CREF will be offering Individual Counseling Sessions, where you can discuss your personal financial situation with a TIAA-CREF financial consultant on a confidential basis. They will be available to discuss how to help you achieve your financial goals by investing in financial solutions such as mutual funds, brokerage, life insurance and annuities.

This Individual Counseling Session will help you simplify your retirement by:

  • Providing objective advice and asset allocation based on your individual needs
  • Showing you how you can get a personalized actionable plan
  • Reviewing your retirement income options to provide you with the most flexibility possible

The counseling session will help you answer these 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?
  • What retirement income options may be right for your situation?

Date                                         Times                           Location
Thursday, January 15, 2015        8:30 a.m. - 5:00 p.m.     SSC (formerly VARC) 41A
Thursday, February 19, 2015      8:30 a.m. - 5:00 p.m.     SSC (formerly VARC) 41A
Wednesday, March 11, 2015       8:30 a.m. - 5:00 p.m.     SSC (formerly VARC) 41A
Thursday, March 12, 2015          8:30 a.m. - 5:00 p.m.     SSC (formerly VARC) 41A
Thursday, April 16, 2015             8:30 a.m. - 5:00 p.m.     SSC (formerly VARC) 41A
Thursday, May 14, 2015             8:30 a.m. - 5:00 p.m.     SSC (formerly VARC) 41A

To schedule an appointment with the TIAA-CREF Financial Consultant discuss your plan and options for managing your retirement savings, please call TIAA-CREF at (800) 732-8353, Monday through Friday, from 9:00 a.m. to 8:00 p.m. (ET).

TIAA-CREF also offers a wide range of financial education and retirement planning resources, including webinars, phone consultations, information articles on retirement planning and account access through its website. For more information and direct links to these resources, see the announcement at this link. https://www.jlab.org/memo/tiaa-cref-financial-education-and-retirement-planning-resources