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; and
- 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?
To schedule an appointment, call TIAA-CREF at (800) 732-8353, Monday through Friday, 9 a.m. – 8 p.m. (ET).
You can also schedule an appointment for the following dates. These appointments will be held in Support Service Center room 221.
You can also schedule an appointment for the following dates. These appointments will be held in Support Service Center room 221.
2017 TIAA-CREF Individual Counseling Sessions
July 27
August 17
September 14
October 19
November 16
December 14
July 27
August 17
September 14
October 19
November 16
December 14
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-…