Learn more about representative sessions and webinars from Fidelity and TIAA.
Learn more about representative sessions and webinars from Fidelity and TIAA.
Fidelity Session
A Fidelity representative will be available on-site Monday, Oct. 22 from 8 a.m. to 5 p.m. in the Medical School Wing C (old Motel) Room 102 for one-on-one appointments and education sessions. 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 these sessions:
- Oct. 12 from noon to 1 p.m. – Your College Savings Options: Learn about options for funding a college education and strategies to help you effectively plan and save.
- Oct. 12 from 2 to 3 p.m. – Plan For the Reality for Healthcare in Retirement: Learn about the costs of health care in retirement and how you can prepare for them.
- Oct. 15 from 2 to 3 p.m. – Create a Budget, Ditch Your Debt, and Start Building For The Future: Learn about tools, tips, and strategies to help you balance paying down your debt with saving for your future goals.
- Oct. 15 from 4 to 5 p.m. – Get Started and Save for the Future You: Learn the benefits of saving in your workplace savings plan, how to enroll, and small steps you can take to save more.
- Oct. 16 from 10 to 11 a.m. – Identify and Prioritize Your Savings Goals: Get strategies and tips to prioritize and fund your specific savings goals, like buying a new home or car, saving for a child’s college expenses, and more.
- Oct. 17 from 2 to 3 p.m. – Invest Confidently For Your Future: Learn how to build and manage a long-term investment plan for all your accounts that you can feel confident about.
- Oct. 18 from 4 to 5 p.m. – Learn The Basics of when and how to claim Social Security: If Social Security is expected to be your primary source of income in retirement, learn when and how to claim your benefit.
- Oct. 19 from 10 to 11 a.m. – Take The First Step to Investing: Learn key investing concepts, common investment types and how to choose your investment approach.
- Oct. 19 from 2 to 3 p.m. – Make The Most of Your Retirement Savings: Learn how to maximize your retirement savings, ways to save for retirement beyond your workplace savings plan, and steps you can take today to get prepared for retirement.
TIAA Session
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, Oct. 16 from 9 a.m. to 4 p.m. in the Medical School Wing C (old Motel) Room 102 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. Register at www.tiaa.org/schedulenow or call 1-800-732-8353.
TIAA Webinars
Oct. 16 from noon to 1:30 p.m. – Special: Social Security Basics: Social Security will likely play a significant role in building your retirement income. Learn the basics about Social Security including eligibility, how to apply, how your benefit is calculated and strategies for claiming benefits. Click here to schedule this online session.
For the below TIAA sessions, click here to enroll now:
- Oct. 16 from 3 to 4 p.m. – Paying Yourself: TIAA is providing this webinar about income options in retirement.
- Oct. 17 from noon to 1 p.m. – Money at Work 2: TIAA is providing this webinar about sharpening investment skills.
- Oct. 17 from 3 to 4 p.m. – Inside Money: TIAA is providing this webinar about managing income and debt.
- Oct. 18 from noon to 1 p.m. – SPECIAL TOPIC: Quarterly economic and market update: TIAA is providing this webinar about quarterly economic and market updates.
- Oct. 18 from 3 to 4 p.m. – SPECIAL TOPIC: All about IRAs: TIAA is providing this webinar about IRAs.