News from HR

Learn more about session and webinars from Fidelity and TIAA.

Fidelity Sessions 

A Fidelity representative will be available on-site for one-on-one appointments and education sessions Friday, May 17 and Wednesday, May 22 from 8 a.m. to 4 p.m. in the Medical School Wing C (old Motel) Room 102.  Please register at www.fidelity.com/reserve or call 1-800-642-7131.

As someone who helps others for a living, your own financial well-being is often the last thing on your mind. That’s why Fidelity is here to help you develop a real, relevant plan for your investments. And we can do it on your terms. Fidelity has over 67 years of investing experience, and as a leading retirement provider to higher education institutions, we’re committed to helping you meet your goals.


Fidelity Webinars

Click here to register for any of the following sessions that interest you.

  • Organize, plan, & own your future. Making Financial Health a Priority for Women: Monday, May 20 from noon to 1 p.m. - Designed for women investors, this workshop will help you take better control of your finances and move from saving to investing.
  • Take The First Step to Investing: Monday, May 20 from 4 to 5 p.m. - Learn key investing concepts, common investment types and how to choose your investment approach.
  • Turn Your Savings Into Retirement Income: Tuesday, May 21 from 6 to 7 p.m. - Learn the benefits of a retirement income plan, factors to consider when transitioning your savings into income, and ways to develop a retirement plan that suits your goals and lifestyle.
  • Preserving Your Savings for Future Generations: Wednesday, May 22 from 10 to 11 a.m. -  Learn about the components of an estate plan, including information on wills versus probate, powers of attorney, healthcare proxies, and the importance of gifting and insurance replacement strategies.
  • Your College Savings Options: Thursday, May 22 from noon to 1 p.m. - If you anticipate Social Security will be your primary source of income in retirement, learn when and how to claim your benefit.
  • Plan For the Reality for Healthcare in Retirement: Friday, May 24 from 10 to 11 a.m. - Learn about the costs of health care in retirement and how you can prepare for them.
  • Create a Budget, Ditch Your Debt, and Start Building For The Future – Friday, May 24 from 2 to 3 p.m.

Learn about tools, tips, and strategies to help you balance paying down your debt with saving for your future goals.


TIAA Sessions at Morrisville 

You can discuss your personal financial situation with an experienced TIAA Financial Consultant on a confidential basis at no additional cost to you. They are available Tuesday, May 21 from 11:30 a.m. to 4:30 p.m. at the Morrisville 1025 Think Place MO – 4 Integrity Conference Room to discuss how to help you pursue your financial goals by investing in financial products such as mutual funds, brokerage, life insurance and annuities. Space is limited, so please RSVP as soon as you can. Go here to register: www.tiaa.org/schedulenow or call 800-732-8353. 


TIAA Webinar

Click here to enroll now for Estate Planning Basics - Tuesday, May 21 from noon to 1 p.m.

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