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Tuesday, June 10, 2014
Public Access


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Category: All

10
June 2014
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  [All day event] Orientation - Folders Setup
Description:
Orientation - Folders Setup

7:00am  
8:00am  
9:00am [9:00am] Individual Counseling
Description:
TIAA-CREF is giving free individual counseling

[9:00am] TIAA-CREF Individual Counseling Sessions
Description:
Attention UDM Employees! INDIVIDUAL COUNSELING SESSIONS AT NO ADDITIONAL COST TO YOU You can discuss your personal financial situation with an experienced TIAA-CREF Financial Consultant on a confidential basis. They are available to discuss how to help you achieve your financial goals by investing in financial solutions such as mutual funds, brokerage, life insurance and annuities. A detailed evaluation tells you everything you need to know and do. Our individual counseling session will help you answer these questions: -Are you setting realistic goals for key life events and retirement? -Can you better balance your spending priorities to help you save more for your financial goals? -What investment mix and strategy is best for you to increase your portfolio’s potential, including protecting against cost-of-living increases? -What retirement income options best fit your situation? 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 ADVANCE REGISTRATION REQUIRED!




[12:00pm] Mass
Description:
Mass

10:00am
11:00am
12:00pm
1:00pm
2:00pm
3:00pm  
4:00pm  
5:00pm  
6:00pm  
7:00pm  
8:00pm  
9:00pm