Mark Your Calendar!
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. 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 goals?
– 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?
This Individual Counseling Session will help you simplify your retirement by:
Consolidating your retirement accounts to make managing your holdings easier,
particularly when it comes to tax preparation
Reviewing your retirement income options to provide you with the most flexibility possible.
Thursday, Jan. 9, 2014 9:00 a.m. – 3:00 p.m. Liberal Arts Building, Room 220