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 and Fidelity; Dec. 12.
- published: 2019/06/07
- contact: Stella Watts - Human Resources
- phone: 402.554.3998
- email: swatts@unomaha.edu
TIAA-CREF representatives David Croce, Malinda Starr, Paul Eiting or Josh Passler will be available for appointments on the following dates:
- Dec. 12, 2019
- Dec. 19, 2019
- Jan. 2, 2020
- Jan. 30, 2020
- Feb. 4, 2020
- Feb. 20, 2020
- Feb. 27, 2020
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 representative Jason Cronick will be available for appointments on the following dates:
- Dec. 17, 2019
- Jan. 16, 2020
- Jan. 30, 2020
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?
About the University of Nebraska at Omaha
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