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.
On-Campus Workshops
- Money at Work 2: Sharpening Investment Skills
Thursday, August 2, 2018
8:30 to 9:30 a.m.
Rangos 1, Cohon University Center
Register via FocusU - The Starting Line: Beginning to Save for Retirement
Thursday, August 2, 2018
noon to 1 p.m.
Rangos 1, Cohon University CenteR
Register via FocusU
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:
- 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
August 8, 2018 at noon EDT - Special Topic Series 1: Planning for Diminished Capacity and Illness
August 14, 2018 at noon EDT - Halfway There: A Retirement Checkpoint
August 14, 2018 at 3 p.m. EDT - Special Topic Series 2: Demystifying Life Insurance
August 15, 2018 at noon EDT - Paying Yourself: Income options in retirement
August 15, 2018 at 3 p.m. EDT - Special Topic Series 2: All About IRAs
August 16, 2018 at noon EDT - Start to Finish: The Early Career Woman’s Guide to Financial Wisdom
August 16, 2018 at 3 p.m. EDT
- Lifetime Income: Market-proof Your Retirement