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.
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.
Sponsored by Human Resources. Contact: Andrea Zunkel, x5989