Seminars & Programs

Prosperous You Webinars & Programs

Upcoming

Halfway There: A retirement Checkpoint You can give yourself a mid-career financial checkup to evaluate your current savings, formulate a plan to help pursue your savings goals and manage competing financial priorities.

Lifetime Income: Paycheck for life You’ve worked hard to save for retirement. TIAA can help you understand how to create a plan that protects you against key retirement risks as well as helps build a diversified retirement income plan.

Responsible Investing: Portfolios with purpose Make an impact with a social choice. Did you know that responsible investing enables investors to align their social and environmental principals with their financial goals? Learn the factors that make an investment socially responsible, the history of RI and ways for individuals to incorporate RI into their investment strategy.

Money at Work 2: Sharpening investment skills Feel more secure in your savings strategy by verifying you’re on the right track. And if you’re off track, know what adjustments you need to make. Learn how to plan your investments and hold on to as much of your nest egg as possible.

The 411 on 529 College Savings Plans You can learn how 529 college savings plans work and how to invest in one for a child, grandchild, yourself or other loved one.

Health Savings Accounts as a Nest Egg You may know about the tax advantages of contributing to a Health Savings Account (HSA), but did you know that HSAs are also a way to save for health care expenses in retirement? In addition, one of the many benefits of an HSA is that the unused balances can be invested for potential growth over the long term and used during retirement years when healthcare expenses may be significantly higher. During this discussion, we’ll go through how HSAs can help you in your journey toward financial wellness. 

Past Programs

Estate planning basics 

Ensuring that our assets will pass to loved ones, and causes that are near and dear is important to most of us. Discover the components of a basic estate plan and strategies to ensure that your wishes are met.

  • Date: March 24, 2021
  • Time: 12PM (ET)
  • Location: Live webinar

Paying Yourself: Income options in retirement You can learn the rules that govern retirement assets and find out when to consider using different income sources.

  • Date: April 13, 2021
  • Time: 12PM (ET)
  • Location: Live webinar

Making It Easier For You: Online tools and resources Save time, manage your money, and feel empowered by learning and using the latest digital enhancements.

  • Date: April 13, 2021
  • Time: 3PM (ET)
  • Location: Live webinar
Quarterly economic and market update Take a closer look at our views on the financial markets, including key market drivers, U.S. economy, policy and politics, and investing in public markets.
  • Date: April 14, 2021
  • Time: 12PM (ET)
  • Location: Live webinar
The power of saving In this webinar, you’ll learn a number of strategies for better managing your money, so you have the knowledge and confidence to pay your bills, save for a rainy day, and achieve any larger financial goals you’ve set for yourself.
  • Date: April 14, 2021
  • Time: 3PM (ET)
  • Location: Live webinar
Attention To Detail: Financial finishing touches for women Am I ready to retire? How do I know if I have enough? How do I plan my income? What should I look out for as I plan and even after I am retired? Financial success can often complicate your life and we are going to try to help you answer those questions and more.
  • Date: April 15, 2021
  • Time: 12PM (ET)
  • Location: Live webinar
Making gifts to loved ones and charities This webinar will review basic strategies for giving to individuals and charities during your lifetime, as well as legacy planning.
  • Date: April 15, 2021
  • Time: 3PM (ET)
  • Location: Live webinar

Social Security strategies for married couples Married couples can take advantage of some strategies that may help to increase lifetime Social Security benefits. You can learn the basics about spousal benefits, understand the many variables involved in claiming strategies and how married couples can boost their benefits by coordinating the timing of their claims.

  • Date: March 23, 2021
  • Time: 12PM (ET)
  • Location: Live webinar

The SECURE act The SECURE Act (Setting Every Community up for Retirement Enhancement Act), passed on December 20, 2019, made sweeping changes to the retirement plan landscape. Learn about the changes and how they impact your retirement planning considerations.

  • Date: March 16, 2021
  • Time: 12PM (ET)
  • Location: Live webinar

Strategies for staying on track No matter how much or how little money you can save for retirement, it’s important that you start now and stay invested for your future. You can learn how taking smart financial steps today may help lead you to a more solid financial future after you’ve stopped working.

  • Date: March 16, 2021
  • Time: 3PM (ET)
  • Location: Live webinar

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.

  • Date: March 17, 2021
  • Time: 12PM. (ET)
  • Location: Live webinar

Retiring in the new normal We all know how important it is to save for retirement. This presentation brings many of the risks to light so you have a better understanding of what you may be facing and what you can do about it, especially in this new environment. Namely, shifting your strategy from just growing your money to protecting what you’ve saved as it grows. And for those still working, we’ll talk about protecting your income in retirement, by creating a guaranteed income stream to help cover essential expenses and next steps you  can take to help protect your retirement future.

  • Date: March 17, 2021
  • Time: 3PM (ET)
  • Location: Live webinar

Understanding Medicare Paying for healthcare in retirement is a critical part of financial planning, and it is important to understand how Medicare operates and what choices you have. This webinar will help you understand some aspects of Medicare, including eligibility and what plans are available to you. We hope that you will join us for this educational event.

  • Date: March 18, 2021
  • Time: 12PM (ET)
  • Location: Live webinar

Prosperous You: Postcards from the Future: A Woman’s Guide to Saving and Investing

Fewer years in the workforce. Longer life spans. Women saving for retirement face unique challenges. You can learn what it takes to overcome these challenges and help make your retirement dreams come true on schedule.
  • Date: Thursday, December 10
  • Time: 12:00PM - 1:00Pm
Prosperous You: Strategies for Staying on Track
No matter how much or how little money you can save for retirement, it’s important that you start now and stay invested for your future. You can learn how taking smart financial steps today may help lead you to a solid financial future after you’ve stopped working.
  • Date: Wednesday, December 9th
  • Time: 3PM - 4PM

She's got it: A woman's guide to saving and investing

You can discover saving and investing strategies developed especially for women and how you can put them into action.

  • Date: Thursday, September 17
  • Time: 3PM (ET)

How to turn your retirement savings into a 'paycheck' for life

You diversify your investment portfolio before retirement to help offset risk. A similar strategy can help see you through retirement. Learn how creating a diversified income plan — one that uses a combination of income sources and includes annuity income that’s guaranteed for life — can help reduce the risks you may face in retirement and ensure you have income that never runs out.

  • Date: Thursday, September 17
  • Time: 12PM (ET)

Tomorrow in focus: Saving for your ideal retirement

Find out how retirement savings, planning and the real benefit of time are essential features of retirement investments.

  • Date: Wednesday, September 16
  • Time: 3PM (ET)

Elections have consequences: The 2020 Presidential election and the economy

The result of the 2020 presidential election will have implications for the country's economy and financial markets for years to come. Join us for a special session during which Larry Chadwick and Chris Spence, two of TIAA's leaders in Government Relations, will offer insight into the potential impact of the election's outcome.

  • Date: Wednesday, September 16
  • Time: 12PM (ET)

The 411 on 529 college savings plans

You can learn how 529 college savings plans work and how to invest in one for a child, grandchild, yourself or other loved one.

  • Date: Tuesday, September 15
  • Time: 3PM (ET)

Asset Location: A practical guide for income and estate planning

We often think about our investments in terms of how much we should invest in stocks or bonds or other investments so that we can achieve the greatest return according to our own risk tolerance, goals and time frame. Equally as important is where those assets are located to maximize the benefits of different account types—usually to minimize taxes. Learn about how the location of your assets may impact your retirement income and your beneficiaries.

  • Date: Tuesday, September 15
  • Time: 12PM (ET)

Strategies for staying on track

No matter how much or how little money you can save for retirement, it’s important that you start now and stay invested for your future. You can learn how taking smart financial steps today, may help lead you to a solid financial future after you’ve stopped working.

  • Date: July 21
  • Time: 3PM (ET)

Contact: Dashawn Butner | Human Resources Assistant | db1@wellesley.edu | 781-283-2210