TIAA-CREF, one of the vendors in the UW System Tax Sheltered Annuity program 403(b), will be holding individual counseling sessions, at no cost, on Tuesday, Aug. 4, from 10:30 a.m. to 3:30 p.m.; and Wednesday, Aug. 5, from 9 a.m. to 1 p.m. All appointments will be held in the University Center, Room 268A. 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.
For more information, please view the flyer at the following link: [link destination="http://www.uww.edu/documents/uww/cref-aug15.pdf" text="TIAA-CREF Flyer"]
Space is limited, so please make your reservation as soon as possible. Call 800-732-8353, from Monday through Friday, 8 a.m. to 8 p.m. (ET).