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 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:
- Healthy Numbers: Incorporating Healthcare Into Your Retirement
February 6, 2019 at noon EDT - Introduction to Trusts
February 12, 2019 at noon EST - Inside Money: Managing Income and Debt
February 13, 2019 at 3 p.m. EST - Halfway There: A Retirement Checkpoint
February 14, 2019 at 3 p.m. EST
- Healthy Numbers: Incorporating Healthcare Into Your Retirement