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; Sept 27.
- 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:
- Thursday, Sept. 27, 2018
- Thursday, Oct. 4, 2018
- Thursday, Oct. 18, 2018
- Wednesday, Oct. 24, 2018
To make an appointment with a TIAA representative, call 1-800-732-8353 or visit www.tiaa.org/schedulenow.
Parking on Scott Campus is available in the Pacific Street garage across Mammel Hall or in any open parking in Aksarben Village.
Non-UNO visitors will have to pay to park in the Pacific Street garage.
FIDELITY representatives Jason Cronick will be available for appointments on the following dates:
- Wednesday, Oct. 10, 2018
- Monday, Oct. 29, 2018
To make an appointment with a Fidelity representative, please call 1-800-642-7131 or visit their site.
Scheduled appointments come to the HR office in the Eppley Administration Building, Room 205, to check-in for their appointment.
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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