TIAA-CREF Individual Counseling Sessions at Lafayette College

You can discuss your personal financial situation with an experienced TIAA-CREF financial consultant on a confidential basis. They will be available to discuss how to help you achieve your financial goals by investing in financial solutions such as retirement annuities, life insurance, and other investment products.

This Individual Counseling Session will help you simplify your retirement by:

  • Consolidating your retirement accounts to make managing your holdings easier,

particularly when it comes to tax preparation

  • Reviewing your retirement income options to provide you with the most flexibility possible
  • Providing guidance on asset allocation and fund selection

Date(s) Time(s) Location(s):

(9 AM – 5 PM)

  • 6/28/2018
  • 07/11/2018
  • 08/23/2018
  • 8/30/2018
  • 09/13/2018
  • 09/25/2018
  • 9/20/2018
  • 10/25/2018
  • 11/21/2018
  • 11/1/2018
  • 12/18/2018

 

All sessions will be held in Room 108 Pfenning (Johnson Conference Room)

Please schedule your session by registering at: www.tiaa-cref.org/schedulenow

Or, Call 1-800-732-8353, Monday through Friday from 9 AM to 8 PM (ET).

Sponsored by the Office of Human Resources

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