TIAA Individual Counseling Sessions

You can discuss your personal financial situation with an experienced TIAA Financial Consultant on a confidential basis. They are available to discuss how to help you pursue your financial goals by investing in financial products such as mutual funds, brokerage, life insurance and annuities.

A detailed evaluation tells you everything you need to know and do. Our individual counseling session will help you answer these questions:

  • Are my investments properly allocated?
  • Am I on track to meet my retirement goals?
  • Am I saving enough?
  • How and from where do I draw retirement income?

Date, Times, and Location:

  • Tuesday, July 26,  1 – 5 p.m., Lynn Business Center room 224

Schedule an appointment by accessing this link: https://publictools.tiaa-cref.org/public/publictools/events/eventswelcome?eventId=1-4ALKK25 or by calling 800-732-8353 Monday – Friday, 8 a.m. –  8 p.m., for scheduling assistance.