Retirement Education
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.
TIAA:
- View the TIAA Counseling Session Schedule [pdf] to see when representatives will be on campus.
- Make a one-hour on-campus appointment or call 800-732-8353 to set up a visit to their Bakery Square office.
Vanguard:
- View the Vanguard Counseling Session Schedule [pdf] to see when representatives will be on campus.
- Make a 45-minute on-campus appointment or call 800-662-0106, extension 14500 to speak to a specialist.
Learn, Earn and Win with TIAA
TIAA’s Square Up Your Savings challenge is a fun way to learn important strategies to boost your personal financial know-how. Learn helpful savings tips and you could win an iPad mini!
Take the challenge from Wednesday November 7 to Friday, December 7, 2018 by completing new missions that highlight savings education. Sign on every day until all 10 missions are complete. The more you play, the better your chances of winning.
PLAY TODAY: Square Up Your Savings Challenge
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. - Vanguard Webinars: View upcoming topics and register at https://inter.viewcentral.com/reg/vanguard/VQW2018.
TIAA:
- Retirement Resources for Your Career Stage [pdf]
- 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. - TIAA Webinars — view all upcoming topics and register at TIAA.org/webinars:
- Lifetime Income: Market Proof Your Retirement
November 1, 2018 at noon EDT - Special Topic Series 2: The 411 on 529 College Savings Plans
November 6, 2018 at noon EST - Special Topic Series 1: Estate Planning — Taxing Matters
November 13, 2018 at noon EST - Start to Finish: The Early Career Woman’s Guide to Financial Wisdom
November 13, 2018 at 3 p.m. EST - Special Topic Series 2: Demystifying Life Insurance
November 14, 2018 at noon EST - Halfway There: A Retirement Checkpoint
November 14, 2018 at 3 p.m. EST - Special Topic Series 2: A View from DC — What the Midterm Results Mean for 2019
November 15, 2018 at noon EST - Tomorrow in Focus: Saving for Your Ideal Retirement
November 15, 2018 at 3 p.m. EST
- Lifetime Income: Market Proof Your Retirement