TIAA
TIAA appointments can be scheduled online at tiaa.org/events or by calling 1-800-732-8353.
9/27 104 ALANA Cultural Center
10/8 440 Case-Geyer
10/24 535 Case-Geyer
11/14 535 Case-Geyer
Workshop: Financial Knowledge for All
Tuesday, October 1, from 11:30 a.m. to 12:30 p.m.
560 Case-Geyer
Live Webinars
Register at TIAA.org/webinars
Asset Location
September 17 at 12 p.m.
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.
An introduction to alternative investments
September 19 at 12 p.m.
Learn about the role of real estate investments in a retirement portfolio and an introduction to the TIAA Real Estate Account.
Fidelity
Fidelity appointments can be scheduled online at fidelity.com or by calling 1-800-642-7131.
10/23 104 ALANA Cultural Center
10/28 415 Case-Geyer