Take charge of your investments for a more prosperous 2021. U-M's retirement partners, Fidelity Investments and TIAA, can help you become a smarter investor through one-on-one consultations, webinars, educational videos and other learning tools.
Schedule a Virtual Tune-up
Start 2021 with a tune-up to see how well your Basic Retirement Plan investments are working for you. TIAA and Fidelity offer virtual visits, as well as live and online chats. Financial reps also have the capability to share their online screens, meaning you see what they see for productive discussion.
The best part: Consultations with Fidelity’s and TIAA’s knowledgeable staff are free.
To schedule virtual or phone consultations:
Visit Fidelity's new scheduling page or call (800) 642-7131, weekdays from 8 a.m. to midnight, EST.
Visit tiaa.org/schedulenow or call (800) 732-8353, weekdays from 8 a.m. to 10 p.m., EST.
Once you set up an account, you can perform most transactions using online tools. More information is available at fidelity.com and tiaa.org.
Live in January
Fidelity and TIAA offer live and on-demand webinars each month. Why webinars? Your investment IQ will improve, you'll benefit from an array of financial topics – and they’re free.
A fruitful new year can begin with these January webinars:
Fidelity
Thursday, Jan. 7 – noon
Bond Markets: 2020 Review and 2021 Outlook
Tuesday, Jan. 12 – noon
Mastering the Basics of Active Trader Pro
Tuesdays: Jan. 12, 19, 26 – 2 p.m.
Market Insights – live and on-demand
Wednesday, Jan. 13 – noon
Learn to Trade Options at Fidelity
Thursday, Jan. 14 – noon
Protecting Your Investments with Hedging
Tuesday, Jan. 19 – noon
Featured Wealth Expert: Wealth Planning Conversations for 2021
Wednesday, Jan. 20 – noon
A Look into 2021 with Asbury Research
Tuesday, Jan. 26 – 4 p.m.
Quarterly Market Update: Q1 2021
Wednesday, Jan. 27 – noon
Quarterly Sector Update
Thursday, Jan. 28 – 3 sessions
Economic Recovery and Global Uncertainty. What’s Ahead? Noon - 1 p.m.
Insights from Fidelity’s Portfolio Management Team 1 - 2 p.m.
Year-end Portfolio Review 2 - 3 p.m.
TIAA
Tuesday, Jan. 12 – 3 p.m.
The Starting Line: Beginning to Save for Retirement
Wednesday, Jan. 13 – 3 p.m.
Quarterly Economic and Market Update
Wednesday, Jan. 13 – 3 p.m.
Lifetime Income: Looking to Turn Your Retirement Savings into a Paycheck for Life?
Thursday, Jan. 14 – noon
10 Predictions for 2021
Thursday, Jan. 14 – 3 p.m.
The 411 on 529 Plans
All times are EST. Reserve your spot at fidelity.com/learning-center/events/overview and TIAA.org/webinars.
Remember Your Beneficiaries
When evaluating any financial asset, make sure your beneficiary information is current for your retirement accounts and life insurance policies. It takes just a few minutes – and can save considerable money, stress and family strife.
