TIAA-CREF Here on April 24 and May 14
TIAA-CREF, one of the vendors in the UW System Tax Sheltered Annuity program, will be holding individual counseling sessions at no cost. You can discuss your personal financial situation with an experienced financial consultant on a confidential basis. The individual counseling session will help you simplify your retirement by:
• Consolidating your retirement accounts to make managing your holdings easier, particularly when it comes to tax preparation.
• Offering any needed estate planning, including addressing one’s life insurance needs and wealth transfer strategies.
• Reviewing your retirement income options to provide you with the most flexibility possible.
The dates available for appointments are Thursday, April 24, and Wednesday, May 14, from 9:30 a.m. to 3:15 p.m. on both dates. The sessions will be held in the University Center room 264.
Space is limited, so please call to make your reservation as soon as possible. Call 866-843-5640, from Monday through Friday, 8 a.m. to 7 p.m.