Financial Planning Webinars

Keep your financial goals on track with webinars offered by TIAA and Carebridge

If you require accommodations, please contact Human Resources at 315.443.4042 or hrservice@syr.edu.


Coronavirus and Your Finances

Employees are facing many uncertainties right now. Coping with financial challenges can increase stress and anxiety and result in costly mistakes. This Carebridge presentation will focus on actions employees can take to protect their finances. Attention will be given to common financial mistakes individuals may engage in during times of crisis and how to avoid them.

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The Starting Line: Beginning to Save for Retirement

Tuesday, Jan. 12 at 3 p.m.

This TIAA presentation focuses on how to evaluate and manage debt, find additional ways to save, create a budget and begin to plan for retirement.

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Quarterly Economic and Market Update with TIAA’s Chief Investment Strategist

Wednesday, Jan. 13 at noon

Take a closer look at TIAA’s views on the financial markets, including key market drivers, U.S. economy, policy and politics, and investing in public markets. This seminar will also cover the challenges that investors face and how to navigate them.

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Lifetime Income: Looking to Turn Your Retirement Savings into a Paycheck for Life?

Wednesday, Jan. 13 at 3 p.m.

You diversify your investment portfolio before retirement to help offset risk. A similar strategy can help see you through retirement. Join TIAA to learn how creating a diversified income plan—one that uses a combination of income sources and includes annuity income that’s guaranteed for life—can help reduce the risks you may face in retirement and ensure you have income that never runs out.

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10 Predictions for 2021

Thursday, Jan. 14 at noon

Nuveen’s Chief Equity Strategist will discuss his annual predictions for 2021, taking a comprehensive look at the trends and issues he believes are positioned to shape the economy and markets for the coming year.

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The 411 on 529 Plans

Thursday, Jan. 14 at 3 p.m.

Join this TIAA presentation to learn how 529 college savings plans work and how to invest in one for a child, grandchild, yourself or other loved one.

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Money at Work 1: Foundations of Investing

Tuesday, Feb. 16 at 3 p.m.

Join this TIAA webinar to discover how you can manage risk versus reward as well as understand the role of investing and managing risks, ways to help accelerate savings and tools that can help sustain a portfolio.

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Lifetime Income: Market Proof Your Retirement

Wednesday, Feb. 17 at noon

You’ve worked hard to save for retirement. TIAA can help you understand how to create a plan that protects you against key retirement risks as well as helps build a diversified retirement income plan.

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Inside Money: Managing Income and Debt

Wednesday, Feb. 17 at 3 p.m.

This TIAA presentation will help you discover how to make your money work harder by using your cash flow more effectively, developing good saving habits and better managing debt.

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Tomorrow in Focus: Saving for Your Ideal Retirement

Thursday, Feb. 18 at noon

This TIAA presentation will help you understand how retirement savings, planning and the real benefit of time are essential features of retirement investments.

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Understanding Health Savings Accounts (HSAs)

Thursday, Feb. 18 at 3 p.m.

You may know about the tax advantages of contributing to a Health Savings Account (HSA), but did you know that HSAs are also a way to save for health care in retirement? This TIAA webinar will help you understand unique aspects of HSAs including how they help account owners to pay for current health care expenses and save for those in the future.

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Strategies for Staying on Track

Tuesday, March 16 at 3 p.m.

No matter how much you can save for retirement, it’s important that you start now and stay invested for your future. Join this TIAA webinar to learn how taking smart financial steps today may help lead you to a solid financial future after you’ve stopped working.

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Retiring in the New Normal

Tuesday, March 17 at 3 p.m.

We all know how important it is to save for retirement. This TIAA presentation brings many of the risks to light so you have a better understanding of what you may be facing and what you can do about it, especially in this new environment. Namely, shifting your strategy from just growing your money to protecting what you’ve saved as it grows. And for those still working, TIAA will discuss protecting your income in retirement by creating a guaranteed income stream to help cover essential expenses, as well as next steps you can take to help protect your retirement future.

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Understanding Medicare

Thursday, March 18 at noon

Paying for healthcare in retirement is a critical part of financial planning and it is important to understand how Medicare operates and what choices you have. This TIAA webinar will help you understand some aspects of Medicare including eligibility and what plans are available to you. We hope that you will join us for this educational event.

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Home-buying 101: A Financial Primer for First-Time Home Buyers

Thursday, March 18 at 3 p.m.

Buying your first home is a big deal and comes with lots of new experiences and expenses along the way. Get expert insights from TIAA on the key steps and considerations for your home buying journey, including the three phases: preparing to search, finding your home, and getting to closing.   During this webinar, TIAA’s banking professionals will share actionable information about:

  • Understanding credit
  • Knowing what you can afford
  • Down payment options
  • Finding your home
  • Getting to closing

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Cybersecurity

Are you concerned about identity theft and your family’s security online? TIAA’s Information Security team will discuss how you can protect yourself and your family from cybercriminal social engineering.

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Making Gifts to Loved Ones and Charities

You can help to maximize the value of your life’s work and help to take care of your survivors and philanthropic causes with a little planning. This TIAA webinar will review basic strategies for giving to individuals and charities during your lifetime, as well as legacy planning.

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The Power of Saving

Whether you’re the kind of person that lives and spends in the now or plans for what’s ahead, there are always ways to save smarter. In this TIAA webinar, you’ll learn a number of strategies for better managing your money so you have the knowledge and confidence to pay your bills, save for a rainy day and achieve other financial goals.

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Making it Easier for You: Online Tools and Resources

Save time, better manage your money and feel empowered by learning and using the latest tools, resources and retirement calculators on TIAA’s online platform.

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