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.
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.
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.
- TIAA: Make a one-hour on-campus appointment or call 800-732-8353 to set up a visit to their Bakery Square office.
- Vanguard: Make a 45-minute on-campus appointment or call 800-662-0106, extension 14500 to speak to a specialist.
Online Retirement Investment Education
- 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 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.