TIAA
TIAA appointments can be scheduled online at or by calling 1-800-732-8353.
- December 9: ALANA 104
- December 10: Case-Geyer 440
- January 14: Case-Geyer 515
- February 18: ALANA 104
- March 10: Case-Geyer 515
Financial Essentials Live Webinars
To register for these webinars, please visit .
Planning for diminished capacity and illness
December 10 at noon
Aging can change many things in a person’s life, including the ability to manage one’s own money. You can learn about the important documents you should consider putting in place for the future, as well as the various options, including funding for long-term care.
Responsible investing: Portfolios with purpose
December 11 at noon
Did you know that responsible investing (RI) enables investors to align their social and environmental principles with their financial goals? This webinar will cover the factors that make an investment socially responsible, the history of RI and ways for individuals to incorporate RI into their investment strategy.
Planning for retirement: The why, what, and how
December 12 at noon
This webinar will discuss the challenges and risks people face in retirement, and how good planning can help address them.
All about IRAs
December 12 at 3 p.m.
You can learn the facts about IRAs, including how an IRA may help you meet your retirement savings goals.
Fidelity
Fidelity appointments can be scheduled online at or by calling 1-800-642-7131.
- January 27: Case-Geyer 515
- February 4 - ALANA 104
- March 16: Case-Geyer 515
- April 6: ALANA 104