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TIAA-CREF Individual Retirement Counseling

TIAA-CREF Retirement Planning:  (Individual Counseling Sessions)

Individual counseling sessions are offered by Mark Thompson, Carleton College's TIAA-CREF Consultant on a monthly basis (generally).  These confidential counseling sessions will help you achieve your financial goals and will also help you simplify your retirement by:

  • Providing objective advice and asset allocation based on your individual needs
  • Show you how you can obtain a personalized actionable plan
  • Recommend fund selections to keep you on track to and through retirement
  • Review your retirement income options

Individual counseling sessions will be posted on the Human Resources Events Calendar and through communication within Carleton Weekly.  Directions for online scheduling or by phone registration will be provided.

 

Please note that if you ever wish to meet individually and are unable to obtain a convenient appointment, you may contact TIAA-CREF directly to schedule an appointment as long as you are willing to meet at their Bloomington, MN office (8000 Normal Center Drive, Suite 650, Bloomington, MN   55347). 

Please call TIAA-CREF at 800-732-8353 Monday through Friday, from 9:00 a.m. to 8:00 p.m. (ET)  to schedule your appointment.