TIAA
Virtual TIAA appointments can be scheduled online at TIAA.org/events or by calling 1-800-732-8353.
June Webinars
Please visit TIAA.org/webinars to register.
- Planning for diminished capacity and illness
June 16 at noon
Aging can change many things in a person’s life, including the ability to manage one’s own money. You can learn about the important documents you should consider putting in place, as well as the various options, including funding for long-term care.
- Inside money: Managing income and debt
June 16 at 3 p.m.
Discover how to make your money work harder by using your cash flow more effectively, developing good savings habits, and better managing debt
- Retiring in the 'New Normal'
June 17 at noon
We all know how important it is to save for retirement. This presentation brings all of the risks to light so you have a better understanding of what you may be facing and what you can do about it, especially in this new environment—namely, shifting your strategy from just growing your money to protecting what you’ve saved as it grows. And for those still working, we’ll talk about protecting your income in retirement, by creating a personal pension to help cover essential expenses and next steps you can take to help protect your retirement future. RSVP today!
- Responsible investing: portfolios with purpose
June 18 at noon
Make an impact with a social choice. Did you know that responsible investing (RI) enables investors to align their social and environmental principles with their financial goals? Learn the factors that make an investment socially responsible, the history of RI, and ways for individuals to incorporate RI into their investment strategy.
- Equally prepared: Financial planning for the LGBTQ Community
June 23 at noon
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.
- Learn strategies for everyday saving
June 25 at 12 p.m.
Whether you’re the kind of person that lives and spends in the now or plans for what’s ahead, there are always ways to save smarter. In this seminar, you’ll learn a number of strategies for better managing your money, so you have the knowledge and confidence to pay your bills, save for a rainy day, and achieve any larger financial goals you’ve set for yourself.
We’re bringing together updates, insights, and expert analysis in one go-to resource so it’s easy for you to stay informed. Go to TIAA.org/StayCurrent for regular updates.
Fidelity
Virtual Fidelity appointments can be scheduled online at fidelity.com or by calling 1-800-642-7131.