TIAA Resources

TIAA Resources

TIAA Bank Special Offers

 

Virtual Financial Counseling 

Access virtual counseling by phone and receive advice about your retrement savings, managing dept & your investment strategy. Financial Advice is available as part of your retirment plan at no additional cost. Take advantage & schedule with your TIAA Representative today.

Schedule Your Appointment

 

TIAA's September 2020 Live Webinars 

 

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.

Tuesday, September 15 at 12 p.m. (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.

Tuesday, September 15 at 3 p.m. (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.

wWednesday, September 16 at 12 p.m. (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.

Wednesday, September 16 at 3 p.m. (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.

Thursday, September 17 at 12 p.m. (ET)

 

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.

Thursday, September 17 at 3 p.m. (ET)

 

Sign Up Now

 

Previous Programs:

 

Equally prepared: Financial planning for the LGBTQ community: Tuesday June 23 12PM (ET) 

You can learn about the specific challenges faced by the LGBTQ community—both financial and legislative, even with the U.S. Supreme Court’s marriage equality ruling—and potential solutions to address them.

The power of saving Do you live in the moment, or plan for the future?: Thursday June 25 at 12 (ET)

This seminar offers strategies and potential solutions when it comes to saving money. You will learn tips for managing your finances which may help you find the freedom and confidence to pay your bills, achieve your goals, and even save for a rainy day.

 

 

Contact: Dashawn Butner | Office of Human Resources & Equal Opportunity | db1@wellesley.edu | 781-283-2210