TIAA Webinar — Tax planning considerations

To encourage healthy financial habits, this month TIAA is offering several webinars, one of which is: Tax planning considerations This seminar will cover an overview of tax law changes and income tax planning considerations, including whether you will itemize deductions, how this may impact charitable gifting strategies, and what it means for estate and gift […]

TIAA Webinar — Write your next chapter—Five steps to setting your retirement date

To encourage healthy financial habits, this month TIAA is offering several webinars, one of which is: Write your next chapter—Five steps to setting your retirement date For anyone starting to think seriously about when to retire, this webinar takes you through five steps to deciding when the time is right.   To review a description […]

TIAA Webinar — At Your Fingertips: Manage your money from wherever you are

To encourage healthy financial habits, this month TIAA is offering several webinars, one of which is: At Your Fingertips: Manage your money from wherever you are Learn about TIAA’s commitment to digital, and how we’re leveraging the latest technologies in our online and mobile tools to help you save time and achieve financial success while […]

TIAA Individual Meeting

TIAA representative Tamara Grate will host 1:1 meetings on January 10 for faculty and staff who wish to discuss planning for retirement or have questions regarding their retirement account.  This is a virtual meeting. Tamara has received an award from TIAA based upon client satisfaction surveys and was ranked #1 in Client Experience. To register […]

TIAA Webinar — Basic Estate Planning Strategies

To encourage healthy financial habits, this month TIAA is offering several webinars, one of which is: Basic Estate Planning Strategies 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 […]

TIAA Webinar — Quarterly Economic and Market Update with TIAA’s Chief Investment Strategist

To encourage healthy financial habits, this month TIAA is offering several webinars, one of which is: Quarterly Economic and Market Update with TIAA’s Chief Investment Strategist Take a closer look at our views on the financial markets, including key market drivers, the U.S. economy, policy and politics, and investing in public markets. We'll also cover […]

TIAA Webinar — Understanding Health Savings Accounts (HSAs)

To encourage healthy financial habits, this month TIAA is offering several webinars, one of which is: Understanding Health Savings Accounts (HSAs) 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 healthcare in retirement? We'll help you […]

TIAA Webinar — Basic Social Security Strategies

To encourage healthy financial habits, this month TIAA is offering several webinars, one of which is: Basic Social Security Strategies 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.   […]

TIAA Individual Meeting

TIAA representative Terry Pait will host 1:1 meetings on January 19 for faculty and staff who wish to discuss planning for retirement or have questions regarding their retirement account.  These will be in-person meetings. To register for a session with the TIAA representative, please visit the consultation and seminars page of the TIAA website or call […]

TIAA Webinar — Common Estate Planning Considerations

To encourage healthy financial habits, this month TIAA is offering several webinars, one of which is: Common Estate Planning Considerations A common goal that we all share is providing for our loved ones or our favorite organizations. Come learn about the components of an effective estate plan and hear about strategies to ensure that your […]

Health Advocate Informational Webinar

New Concierge /Advocacy Benefit – Hosted by Health Advocate Faculty and Staff have access to a new advocacy benefit as of January 1, 2023. This new advocacy benefit helps to give faculty and staff and their family members direct, customized assistance in navigating the complex healthcare system. It is composed of a group of registered […]