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-CREF; March 21.
- contact: Stella Watts - Human Resources
- phone: 402.554.3998
- email: swatts@unomaha.edu
TIAA-CREF representatives David Croce, Malinda Starr or Paul Eiting will be available for appointments on the following dates:
- April 4, 2019
- April, 18, 2019
- May 2, 2019
- May, 16, 2019
TIAA-CREF appointments now take place in Criss Library, room 105
To make an appointment with a TIAA representative, call 1-800-732-8353 or register here.
FIDELITY representatives Jason Cronick will be available for appointments on the following dates:
- March 21, 2019
- April 4, 2019
- April 18, 2019
- May 2, 2019
- May, 16, 2019
- June 6, 2019
- June 20, 2019
- July 3, 2019
- July 18, 2019
- Aug. 1, 2019
- Aug. 15, 2019
- Sept. 5, 2019
- Sept. 19, 2019
- Oct. 3, 2019
- Oct. 17, 2019
- Nov. 7, 2019
- Nov. 21, 2019
- Dec. 3, 2019
- Dec. 17, 2019
FIDELITY appointments now take place in Criss Library, room 208
To make an appointment with a Fidelity representative, please call 1-800-642-7131 or visit their site.
About Your Consultation
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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