Carnegie Mellon University

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. View the counseling session schedule [pdf] to see when representatives from TIAA 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:

  • 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 all upcoming topics and register at https://inter.viewcentral.com/reg/vanguard/VQW2018:
    • Getting on Track for Retirement
      February 21, 2018 at noon and 6 p.m. EST
      February 22, 2018 at 3 p.m. EST
    • Timeline to Retirement
      February 21, 2018 at 3 p.m. EST
      February 22, 2018 at noon and 6 p.m. EST

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:
    • All About IRAs
      February 13, 2018 at 3 p.m. EST
    • Demystifying Life Insurance
      February 14, 2018 at noon EST
    • The 411 on 529 College Savings Plans
      February 15, 2018 at noon EST
    • Tax Reform
      February 21, 2018 at noon EST
    • Help Protect You, Your Family and Your Money
      February 27, 2018 at noon EST