Retirement Education-HR @ Carnegie Mellon University - Carnegie Mellon University

Retirement Education

Upcoming Retirement Planning Workshops

On Tuesday, October 4th, join a Vanguard retirement education specialist for two retirement planning workshops in the Dowd Room at the Cohon Center. Each workshop is an hour long.

  • Create Your Plan: 10 a.m. and 2 p.m. ET
    Learn about the two keys to a comfortable retirement: saving enough and investing wisely. You’ll also explore asset classes, inflation risk, and the importance of diversification.
  • Principles of Investing: 12 p.m. ET 
    Learn how to use the same principles of investing that Vanguard fund managers use.

While registration is not required, space is limited. You can reserve your spot by registering at vanguard.com/meetings. You will need to enter the unique client code: carnegie.


If you cannot attend the on-site meetings, webinars of the events will be available on Thursday, October 13th.

  • Create Your Plan: 10 a.m. ET
    Learn about the two keys to a comfortable retirement: saving enough and investing wisely. You’ll also explore asset classes, inflation risk, and the importance of diversification.
  • Principles of Investing: 12 p.m. ET
    Learn how to use the same principles of investing that Vanguard fund managers use.

To register for a webinar, visit https://inter.viewcentral.com/reg/vanguard/cmu.


Don’t miss this opportunity to make a difference in your financial future.

On-Campus One-on-One Counseling Sessions

TIAA and Vanguard sponsor on-campus one-on-one counseling sessions to help you review or develop a financial plan, discuss investing for long-term goals like retirement, create an investment mix that fits your financial goals, and more. View the counseling session schedule [pdf] to see when representatives from TIAA-CREF and Vanguard will be on campus; click on the links below to schedule an appointment.

Online Retirement Investment Education 

Vanguard:

  • Vanguard Planning and Education
    Vanguard's investor education and online planning tools provide a wide range of financial guidance in the areas of retirement planning, general investing, college planning, estate planning and tax information.
  • Vanguard Retirement Prep™: Smart Saving for Life
    Retirement Prep is Vanguard's audio guide that showcases the important things you need to know about preparing for retirement—throughout your life.

TIAA:

  • TIAA Education and Calculators
    The tools, calculators, and publications that TIAA offers can help you determine if you're on track toward meeting your financial goals.