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TIAA-CREF Individual Retirement Counseling

Carleton's TIAA-CREF consultant will be here to offer confidential individual counseling sessions to review your retirement plan/savings.

Date: Thursday, December 19th, 2013

Time: 8:30 am

Duration: 7 hours

Location: Sayles-Hill #250

Contact: Andrea Zunkel, x5989

Import into your calendar program

We will be offering individual retirement (one-on-one) counseling sessions where you can confidentially  discuss your personal financial situation with our new TIAA-CREF consultant, Mark Thompson.

Individual counseling sessions will help you answer these retirement 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?

To schedule your appointment, call TIAA-CREF at (866) 843-5640, Monday through Friday, from 9:00 a.m. to 8:00 p.m. (ET) or schedule online here.

Categories:

Benefits

Audiences:

Faculty, Staff