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.
Online Retirement Investment Education
Vanguard:
- Vanguard Tools and Calculators
Vanguard's online tools provide a wide range of financial guidance in the areas of retirement planning, general investing, college planning, estate planning and tax information. - Vanguard Lessons
Vanguard lessons highlight the important things you need to know about preparing for retirement — throughout your life.
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:
- Introduction to Estate Planning
January 14, 2020 from noon to 1 p.m. ET - Quarterly Economic and Market Update with TIAA's Chief Investment Strategist
January 15, 2020 from noon to 1 p.m. ET - Strategies for Staying on Track
January 15, 2020 from 3 to 4 p.m. ET - 10 Predictions for the Year
January 16, 2020 from noon to 1 p.m. ET - Lifetime Income: Looking to Turn Your Retirement Savings into a Paycheck for Life?
January 16, 2020 from 3 to 4 p.m. ET
- Introduction to Estate Planning