One-on-One Retirement Planning Consultations
Discover new ways to think about your financial future. Arrange a one-on-one consultation on campus with the retirement advisors from TIAA and Fidelity; July 18.
- contact: Stella Watts - Human Resources
- phone: 402.554.3998
- email: swatts@unomaha.edu
TIAA-CREF representatives Joshua Passier and/or David Croce will be available for appointments on the following dates:
- There are no scheduled TIAA-CREF dates at this time
To make an appointment with a TIAA representative, call 1-800-732-8353 or visit www.tiaa.org/schedulenow.
**Classes are not in session, open parking is available on campus. For all other dates, please contact Shawn Smith at 402-554-2304 to set up parking on Scott Campus.
FIDELITY representatives Jason Cronick and/or Ben Wright will be available for appointments on the following dates:
- Wednesday, July 18, 2018
- Friday, July 27, 2018
- Tuesday, Aug. 7, 2018
- Wednesday, Aug. 29, 2018
To make an appointment with a Fidelity representative, please call 1-800-642-7131 or visit www.plan.fidelity.com/universityofnebraska.
About Your Consultation
All appointments (unless otherwise specified) will be held in the Human Resources office, 205 Eppley Administration Building (EAB).
During your consultation, you will be able to:
- Ask questions about saving for retirement and other goals
- Evaluate investment choices that meet your needs
- Create an action plan to get and stay on track for retirement
- Review retirement income options
What questions should you ask?
- How much do I need to save to reach my financial goals?
- What asset allocation mix makes sense for me?
- What investment strategy should I consider?
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