TIAA and Fidelity Investments provide educational opportunities through live webinars, in-person seminars, and videos to help you learn more about saving for retirement, managing your money, your income options in retirement, and more. TIAA and Fidelity are the only vendors authorized by the university to provide guidance on the U-M Retirement Savings Plans.
TIAA offers individual counseling as well as a Financial Education Series to U-M faculty and staff designed to help you learn the essential information you need to plan for your financial future.
To reserve your space in a workshop or to schedule an in-person consultation, call (800) 732-8353 or register online.
All times are Eastern Standard Time.
Free Online Webinars
- Wednesday, Feb. 16 – noon
Market-Proof Your Retirement
- Thursday, Feb. 17 – noon
Understanding Health Savings Accounts
- Tuesday, Feb. 22 – 3 p.m.
Estate Planning Strategies
- Thursday, Feb. 24 – 2 p.m.
Discover the Power of Financial Well-Being
All times are Eastern Standard. Reserve your spot at TIAA.org/webinars.
For additional TIAA live webinars, visit the TIAA website.
Remember, as a benefit of your plan, free investment and retirement planning help is available by calling TIAA at (800) 732-8353.
Fidelity Investments offers individual counseling sessions to U-M faculty and staff who have retirement funds invested in accounts with Fidelity. You will meet with an experienced Fidelity counselor for approximately 45 minutes. To schedule an appointment, call Fidelity at (800) 642-7131 or register online.
All times are Eastern Standard.
Free Online Webinars
- Wednesday, Feb. 2 – noon
Coming Together Through Giving
- Wednesday, Feb. 9 – 2 p.m.
Women Talk Money: Investing during Market Ups and Downs
- Thursday, Feb. 10 – noon
Options Trading for IRAs: Your Top Questions Answered
- Tuesday, Feb. 15 – noon
Opportunities and Innovation in Environment-Focused Investing
ll times are Eastern. Register at fidelity.com/learning-center/events/overview.
Remember, as a benefit of your plan free investment and retirement planning help is available by calling Fidelity Investments at (800) 642-7131.