TIAA-CREF Counseling Sessions

TIAA-CREF will be on campus the following dates for One-on-One counseling sessions:

  • June 9, 2014
  • June 11, 2014
  • July 8, 2014
  • July 23, 2014
  • July 24, 2014

SIGN UP TODAY:  Space is limited, so please RSVP as soon as possible.  Register at www.tiaa-cref.org/letstalk1 or call 866-843-5640, Monday through Friday from 9 a.m. to 8 p.m. (ET).

Individual Counseling Sessions at No Additional Cost to You

You can discuss your personal financial situation with an experienced TIAA-CREF financial consultant on a confidential basis.  They are available to discuss how to help you achieve your financial goals by investing in financial solutions such as mutual funds, brokerage, life insurance and annuities.

Personalized, Objective Advice.  A detailed evaluation tells you everything you need to know and do.

Our individual counseling session will help you answer these questions:

  • Are you setting realistic goals for key life events and retirement?
  • Can you better balance your spending priorities to help you save more for your financial
  • What investment mix and strategy is best for you to increase your portfolio’s potential,
    including protecting against cost-of-living increases?
  • What retirement income options best fit your situation?